+22.5%
KORU vs RRC
+44.7%
-22.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.5% | -1.7% | -6.6% |
| 7D | -24.3% | -6.8% | -17.5% | -26.2% |
| 30D | -54.2% | +34.7% | -88.9% | -46.2% |
| 3M | -45.4% | +31.5% | -77.0% | -35.9% |
| 6M | -66.5% | +21.8% | -88.2% | -59.1% |
| YTD | +14.9% | +48.9% | -34.0% | +27.6% |
| 1Y | +22.5% | +42.1% | -19.6% | +34.9% |
| All | +22.5% | +44.7% | -22.1% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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