+264.3%
KORU vs RDW
+14.6%
+249.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | -1.2% | -18.3% | -18.8% |
| 7D | -20.9% | -0.4% | -20.5% | -21.0% |
| 30D | -14.0% | -22.8% | +8.7% | -0.5% |
| 3M | -55.0% | -30.6% | -24.4% | -44.8% |
| 6M | +17.4% | +9.4% | +8.1% | +17.3% |
| YTD | +104.6% | +38.0% | +66.5% | +89.9% |
| All | +264.3% | +14.6% | +249.7% | +244.3% |
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