+210.7%
KORU vs RKT
-8.7%
+219.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.2% |
| 7D | +24.3% | +6.0% | +18.3% | +21.7% |
| 30D | +37.3% | +0.7% | +36.7% | +37.3% |
| 3M | -32.8% | +11.8% | -44.6% | -35.0% |
| 6M | +36.9% | -7.6% | +44.5% | +44.9% |
| YTD | +162.6% | -28.7% | +191.3% | +198.0% |
| 1Y | +467.0% | -32.6% | +499.6% | +548.9% |
| 3Y | +522.4% | +42.1% | +480.3% | +454.7% |
| 5Y | +57.9% | -7.2% | +65.0% | +38.7% |
| All | +210.7% | -8.7% | +219.4% | +170.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling