+67.7%
KORU vs RCL
+233.3%
-165.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.8% |
| 7D | +20.1% | -2.2% | +22.3% | +21.9% |
| 30D | +47.5% | -15.7% | +63.1% | +65.3% |
| 3M | -30.1% | -8.0% | -22.1% | -26.0% |
| 6M | +20.1% | -10.1% | +30.3% | +36.9% |
| YTD | +166.6% | -5.9% | +172.5% | +188.1% |
| 1Y | +458.9% | -23.5% | +482.4% | +571.8% |
| 3Y | +531.8% | +174.4% | +357.4% | +217.6% |
| 5Y | +67.7% | +227.1% | -159.5% | -34.3% |
| All | +67.7% | +233.3% | -165.6% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling