+474.0%
KORU vs RGTI
+671.2%
-197.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.2% | +8.8% |
| 7D | -1.7% | +0.5% | -2.2% | -1.8% |
| 30D | +13.5% | -17.1% | +30.6% | +17.8% |
| 3M | -45.2% | -26.0% | -19.2% | -41.2% |
| 6M | +17.1% | -9.9% | +27.0% | +24.8% |
| YTD | +154.1% | -31.1% | +185.2% | +177.8% |
| 1Y | +375.7% | -8.5% | +384.2% | +397.3% |
| 3Y | +474.0% | +652.2% | -178.2% | +304.5% |
| All | +474.0% | +671.2% | -197.2% | +304.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling