+375.7%
KORU vs RMD
-18.7%
+394.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +8.9% |
| 7D | -1.7% | -4.4% | +2.7% | -2.2% |
| 30D | +13.5% | -3.1% | +16.7% | +13.3% |
| 3M | -45.2% | +13.8% | -59.0% | -44.3% |
| 6M | +17.1% | -8.6% | +25.7% | +48.6% |
| YTD | +154.1% | -8.6% | +162.8% | +218.6% |
| 1Y | +375.7% | -19.7% | +395.3% | +601.2% |
| All | +375.7% | -18.7% | +394.4% | +601.2% |
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