+375.7%
KORU vs RCL
-23.0%
+398.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.5% | +8.6% |
| 7D | -1.7% | -1.9% | +0.2% | +0.1% |
| 30D | +13.5% | -15.5% | +29.1% | +31.9% |
| 3M | -45.2% | -9.7% | -35.5% | -40.9% |
| 6M | +17.1% | -8.7% | +25.9% | +29.0% |
| YTD | +154.1% | -5.8% | +159.9% | +178.3% |
| 1Y | +375.7% | -24.5% | +400.1% | +376.2% |
| All | +375.7% | -23.0% | +398.7% | +376.2% |
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