+47.2%
KORU vs RMD
-22.7%
+69.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.2% | -12.4% | -12.4% |
| 7D | +2.3% | -4.2% | +6.5% | +4.6% |
| 30D | +20.0% | -2.1% | +22.1% | +21.5% |
| 3M | -32.7% | +13.8% | -46.5% | -39.7% |
| 6M | +13.3% | -10.6% | +23.9% | +19.0% |
| YTD | +133.2% | -8.1% | +141.3% | +139.3% |
| 1Y | +357.3% | -18.0% | +375.2% | +405.0% |
| 3Y | +452.7% | +52.9% | +399.8% | +267.6% |
| 5Y | +47.2% | -22.3% | +69.5% | +49.3% |
| All | +47.2% | -22.7% | +69.9% | +49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling