+29.3%
KORU vs RBA
+448.1%
-418.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.2% |
| 7D | +13.0% | -2.9% | +15.9% | +15.5% |
| 30D | +27.3% | -12.3% | +39.6% | +37.5% |
| 3M | -55.3% | -20.5% | -34.8% | -48.7% |
| 6M | +11.6% | -18.5% | +30.1% | +25.6% |
| YTD | +158.5% | -18.2% | +176.8% | +185.8% |
| 1Y | +482.2% | -27.5% | +509.7% | +593.4% |
| 3Y | +471.9% | +38.1% | +433.8% | +318.8% |
| 5Y | +41.1% | +44.8% | -3.7% | -4.2% |
| 10Y | +80.2% | +187.1% | -106.9% | -24.0% |
| All | +29.3% | +448.1% | -418.8% | -60.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling