+482.2%
KORU vs RDW
+24.9%
+457.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.5% | +11.9% | +12.6% |
| 7D | +13.0% | -3.1% | +16.1% | +15.3% |
| 30D | +27.3% | -1.8% | +29.1% | +26.9% |
| 3M | -55.3% | -50.9% | -4.4% | -33.2% |
| 6M | +11.6% | +13.5% | -1.9% | +10.8% |
| YTD | +158.5% | +38.6% | +120.0% | +140.5% |
| 1Y | +482.2% | +28.3% | +453.9% | +442.6% |
| All | +482.2% | +24.9% | +457.2% | +442.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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