+29.3%
KORU vs RCL
+859.0%
-829.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.1% | +13.6% | +13.5% |
| 7D | +13.0% | -5.1% | +18.1% | +16.8% |
| 30D | +27.3% | -19.0% | +46.3% | +45.4% |
| 3M | -55.3% | -9.6% | -45.7% | -51.6% |
| 6M | +11.6% | -6.7% | +18.3% | +24.6% |
| YTD | +158.5% | -3.9% | +162.5% | +175.4% |
| 1Y | +482.2% | -25.1% | +507.2% | +605.2% |
| 3Y | +471.9% | +179.1% | +292.8% | +196.2% |
| 5Y | +41.1% | +243.3% | -202.2% | -39.8% |
| 10Y | +80.2% | +325.8% | -245.6% | -44.6% |
| All | +29.3% | +859.0% | -829.7% | -82.2% |
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 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