+47.2%
KORU vs RRC
+150.0%
-102.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.3% | -12.9% | -12.6% |
| 7D | +2.3% | -1.2% | +3.5% | +2.7% |
| 30D | +20.0% | +3.0% | +17.0% | +18.3% |
| 3M | -32.7% | +7.3% | -40.0% | -35.9% |
| 6M | +13.3% | +3.6% | +9.8% | +8.6% |
| YTD | +133.2% | +19.4% | +113.8% | +111.2% |
| 1Y | +357.3% | +21.4% | +335.9% | +309.2% |
| 3Y | +452.7% | +32.8% | +419.9% | +370.7% |
| 5Y | +47.2% | +152.0% | -104.8% | -8.3% |
| All | +47.2% | +150.0% | -102.8% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling