+65.2%
KORU vs RBA
+40.7%
+24.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.7% |
| 7D | +24.3% | -1.1% | +25.3% | +25.0% |
| 30D | +37.3% | -13.2% | +50.5% | +47.2% |
| 3M | -32.8% | -21.4% | -11.4% | -24.5% |
| 6M | +36.9% | -20.9% | +57.8% | +54.4% |
| YTD | +162.6% | -19.9% | +182.5% | +188.1% |
| 1Y | +467.0% | -28.7% | +495.7% | +564.5% |
| 3Y | +522.4% | +27.4% | +495.0% | +402.6% |
| All | +65.2% | +40.7% | +24.5% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling