-55.3%
KORU vs RCL
+1,071.3%
-1,126.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.9% | -1.0% | -2.4% |
| 7D | +24.3% | -0.2% | +24.6% | +24.6% |
| 30D | -44.8% | +14.4% | -59.2% | -49.1% |
| 3M | -60.0% | +5.2% | -65.2% | -61.4% |
| 6M | -78.7% | +26.1% | -104.8% | -81.1% |
| YTD | -10.6% | +17.4% | -27.9% | -16.0% |
| 1Y | -3.8% | +24.7% | -28.5% | -13.9% |
| 3Y | +142.0% | +250.9% | -109.0% | +8.8% |
| 5Y | -33.1% | +293.8% | -326.9% | -73.5% |
| 10Y | -18.5% | +342.4% | -360.8% | -75.4% |
| All | -55.3% | +1,071.3% | -1,126.6% | -94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling