+482.2%
KORU vs RMD
-14.6%
+496.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.4% | +13.8% | +13.4% |
| 7D | +13.0% | -5.0% | +18.0% | +12.3% |
| 30D | +27.3% | +2.2% | +25.1% | +28.1% |
| 3M | -55.3% | +17.8% | -73.1% | -54.1% |
| 6M | +11.6% | -11.3% | +22.9% | +45.0% |
| YTD | +158.5% | -4.4% | +163.0% | +224.3% |
| 1Y | +482.2% | -15.7% | +497.9% | +708.5% |
| All | +482.2% | -14.6% | +496.8% | +708.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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