+502.1%
KORU vs RBA
+26.3%
+475.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +20.1% | -1.9% | +22.0% | +21.2% |
| 30D | +47.5% | -13.0% | +60.4% | +56.8% |
| 3M | -30.1% | -23.1% | -7.0% | -21.3% |
| 6M | +20.1% | -22.6% | +42.7% | +35.0% |
| YTD | +166.6% | -20.4% | +187.0% | +188.6% |
| 1Y | +458.9% | -29.6% | +488.5% | +552.5% |
| All | +502.1% | +26.3% | +475.9% | +390.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling