+482.2%
KORU vs RCL
-23.9%
+506.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.1% | +13.6% | +13.6% |
| 7D | +13.0% | -5.1% | +18.1% | +18.4% |
| 30D | +27.3% | -19.0% | +46.3% | +54.0% |
| 3M | -55.3% | -9.6% | -45.7% | -50.3% |
| 6M | +11.6% | -6.7% | +18.3% | +20.7% |
| YTD | +158.5% | -3.9% | +162.5% | +178.2% |
| 1Y | +482.2% | -25.1% | +507.2% | +483.7% |
| All | +482.2% | -23.9% | +506.1% | +483.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 1y: compounded portfolio wealth divided by compounded RCL 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…
1y analysis · Full analysis span regression · 6 months rolling