+82.9%
KORU vs RRX
+228.4%
-145.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.7% | +5.3% | +4.9% |
| 7D | -1.7% | -0.3% | -1.4% | -1.0% |
| 30D | +13.5% | -6.1% | +19.7% | +22.2% |
| 3M | -45.2% | -23.1% | -22.2% | -20.7% |
| 6M | +17.1% | -19.5% | +36.7% | +82.3% |
| YTD | +154.1% | +16.1% | +138.1% | +177.8% |
| 1Y | +375.7% | +12.9% | +362.7% | +426.0% |
| 3Y | +474.0% | +7.9% | +466.1% | +492.8% |
| 5Y | +60.4% | +19.1% | +41.3% | +43.2% |
| All | +82.9% | +228.4% | -145.5% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 10y: compounded portfolio wealth divided by compounded RRX 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…
10y analysis · Full analysis span regression · 6 months rolling