+29.3%
KORU vs RMD
+491.2%
-461.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.4% | +13.8% | +13.7% |
| 7D | +13.0% | -5.0% | +18.0% | +17.1% |
| 30D | +27.3% | +2.2% | +25.1% | +25.1% |
| 3M | -55.3% | +17.8% | -73.1% | -61.9% |
| 6M | +11.6% | -11.3% | +22.9% | +16.9% |
| YTD | +158.5% | -4.4% | +163.0% | +154.5% |
| 1Y | +482.2% | -15.7% | +497.9% | +524.9% |
| 3Y | +471.9% | +47.7% | +424.2% | +280.2% |
| 5Y | +41.1% | -19.2% | +60.4% | +48.4% |
| 10Y | +80.2% | +280.4% | -200.2% | -35.3% |
| All | +29.3% | +491.2% | -461.9% | -65.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling