+67.9%
KORU vs RBA
+195.3%
-127.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.0% | -11.5% | -11.8% |
| 7D | +2.3% | -3.3% | +5.6% | +5.0% |
| 30D | +20.0% | -9.8% | +29.8% | +27.9% |
| 3M | -32.7% | -23.5% | -9.3% | -20.1% |
| 6M | +13.3% | -21.5% | +34.9% | +33.1% |
| YTD | +133.2% | -21.2% | +154.4% | +166.9% |
| 1Y | +357.3% | -30.2% | +387.5% | +469.4% |
| 3Y | +452.7% | +25.3% | +427.3% | +315.5% |
| 5Y | +47.2% | +35.1% | +12.1% | -2.1% |
| All | +67.9% | +195.3% | -127.4% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling