+16.6%
KORU vs RRX
+149.7%
-133.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.9% | -10.6% | -10.5% |
| 7D | +2.3% | -3.7% | +6.1% | +6.7% |
| 30D | +20.0% | -9.3% | +29.3% | +33.4% |
| 3M | -32.7% | -21.8% | -10.9% | -4.3% |
| 6M | +13.3% | -22.0% | +35.3% | +79.8% |
| YTD | +133.2% | +11.9% | +121.3% | +163.6% |
| 1Y | +357.3% | +11.6% | +345.7% | +411.4% |
| 3Y | +452.7% | +2.2% | +450.5% | +504.7% |
| 5Y | +47.2% | +14.9% | +32.3% | +40.0% |
| 10Y | +67.6% | +214.2% | -146.7% | -36.3% |
| All | +16.6% | +149.7% | -133.0% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling