+482.2%
KORU vs RGTI
-0.2%
+482.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.4% |
| 7D | +13.0% | -2.5% | +15.5% | +14.8% |
| 30D | +27.3% | -9.4% | +36.7% | +35.0% |
| 3M | -55.3% | -37.1% | -18.2% | -39.8% |
| 6M | +11.6% | -14.4% | +26.0% | +32.0% |
| YTD | +158.5% | -31.4% | +189.9% | +212.1% |
| 1Y | +482.2% | +0.5% | +481.6% | +637.8% |
| All | +482.2% | -0.2% | +482.4% | +637.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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