+522.4%
KORU vs RCL
+180.0%
+342.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +1.8% |
| 7D | +24.3% | -0.5% | +24.7% | +24.7% |
| 30D | +37.3% | -17.3% | +54.7% | +57.8% |
| 3M | -32.8% | -2.8% | -30.0% | -31.6% |
| 6M | +36.9% | -4.4% | +41.3% | +50.0% |
| YTD | +162.6% | -4.2% | +166.8% | +179.9% |
| 1Y | +467.0% | -23.4% | +490.4% | +576.4% |
| 3Y | +522.4% | +179.4% | +343.0% | +197.0% |
| All | +522.4% | +180.0% | +342.4% | +197.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling