+22.5%
KORU vs RKT
-9.4%
+32.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.7% | -14.0% | -12.0% |
| 7D | -24.3% | +29.7% | -54.0% | -40.7% |
| 30D | -54.2% | +28.5% | -82.7% | -64.5% |
| 3M | -45.4% | +6.4% | -51.8% | -49.3% |
| 6M | -66.5% | +7.1% | -73.6% | -69.0% |
| YTD | +14.9% | -22.5% | +37.4% | +23.1% |
| 1Y | +22.5% | -10.4% | +33.0% | +21.9% |
| All | +22.5% | -9.4% | +32.0% | +21.9% |
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