+375.7%
KORU vs RRC
+20.5%
+355.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.7% | +10.7% | +8.4% |
| 7D | -1.7% | -2.0% | +0.3% | -2.3% |
| 30D | +13.5% | +2.4% | +11.1% | +14.6% |
| 3M | -45.2% | +8.6% | -53.8% | -44.0% |
| 6M | +17.1% | -1.4% | +18.5% | +19.9% |
| YTD | +154.1% | +17.3% | +136.9% | +140.0% |
| 1Y | +375.7% | +18.1% | +357.5% | +352.9% |
| All | +375.7% | +20.5% | +355.2% | +352.9% |
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