+375.7%
KORU vs REGN
+41.3%
+334.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.5% | +10.5% | +9.4% |
| 7D | -1.7% | -5.6% | +3.9% | -0.1% |
| 30D | +13.5% | -2.0% | +15.5% | +13.9% |
| 3M | -45.2% | +28.0% | -73.2% | -50.2% |
| 6M | +17.1% | +1.2% | +16.0% | +22.0% |
| YTD | +154.1% | +1.6% | +152.5% | +166.7% |
| 1Y | +375.7% | +38.2% | +337.4% | +410.3% |
| All | +375.7% | +41.3% | +334.3% | +410.3% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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