+482.2%
KORU vs ROP
-21.5%
+503.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.6% | +17.0% | +8.2% |
| 7D | +13.0% | -4.4% | +17.4% | +6.2% |
| 30D | +27.3% | +3.2% | +24.0% | +34.8% |
| 3M | -55.3% | +23.1% | -78.3% | -38.4% |
| 6M | +11.6% | +13.3% | -1.7% | +47.7% |
| YTD | +158.5% | -7.9% | +166.4% | +208.9% |
| 1Y | +482.2% | -22.1% | +504.2% | +571.5% |
| All | +482.2% | -21.5% | +503.6% | +571.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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