+47.2%
KORU vs RPRX
+72.5%
-25.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.0% | -9.5% | -10.6% |
| 7D | +2.3% | -8.0% | +10.4% | +8.0% |
| 30D | +20.0% | +2.1% | +17.9% | +18.6% |
| 3M | -32.7% | +8.2% | -40.9% | -38.1% |
| 6M | +13.3% | +28.9% | -15.6% | -8.4% |
| YTD | +133.2% | +54.1% | +79.1% | +67.3% |
| 1Y | +357.3% | +65.5% | +291.7% | +210.3% |
| 3Y | +452.7% | +117.3% | +335.4% | +205.8% |
| 5Y | +47.2% | +71.6% | -24.4% | +4.9% |
| All | +47.2% | +72.5% | -25.2% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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