-25.1%
KORU vs RGTI
-72.9%
+47.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -12.1% | -25.3% | -27.1% |
| 7D | -48.7% | -18.3% | -30.4% | -36.3% |
| 30D | -68.9% | -35.1% | -33.9% | -53.2% |
| 3M | -64.6% | -41.3% | -23.3% | -42.2% |
| 6M | -82.2% | -46.1% | -36.1% | -66.4% |
| YTD | -28.1% | -55.5% | +27.5% | +37.2% |
| 1Y | -25.1% | -73.6% | +48.5% | +52.1% |
| All | -25.1% | -72.9% | +47.7% | +52.1% |
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