+482.2%
KORU vs RKT
-21.9%
+504.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.6% | +14.4% |
| 7D | +13.0% | +2.1% | +10.9% | +10.8% |
| 30D | +27.3% | +1.4% | +25.8% | +26.1% |
| 3M | -55.3% | +6.3% | -61.6% | -57.2% |
| 6M | +11.6% | -15.5% | +27.1% | +25.2% |
| YTD | +158.5% | -27.4% | +185.9% | +200.1% |
| 1Y | +482.2% | -26.6% | +508.7% | +547.0% |
| All | +482.2% | -21.9% | +504.0% | +547.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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