+458.9%
KORU vs RF
+15.2%
+443.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +20.1% | -0.1% | +20.2% | +20.1% |
| 30D | +47.5% | -4.0% | +51.5% | +48.6% |
| 3M | -30.1% | +5.6% | -35.6% | -33.4% |
| 6M | +20.1% | +13.1% | +7.1% | +5.7% |
| YTD | +166.6% | +13.6% | +153.0% | +137.1% |
| 1Y | +458.9% | +16.0% | +443.0% | +381.1% |
| All | +458.9% | +15.2% | +443.8% | +381.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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