+482.2%
KORU vs RSG
-3.6%
+485.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +9.4% |
| 7D | +13.0% | +0.3% | +12.7% | +14.8% |
| 30D | +27.3% | +7.6% | +19.7% | +69.8% |
| 3M | -55.3% | +7.4% | -62.7% | -29.5% |
| 6M | +11.6% | -3.3% | +14.9% | +64.4% |
| YTD | +158.5% | +6.0% | +152.5% | +334.1% |
| 1Y | +482.2% | -3.7% | +485.8% | +774.0% |
| All | +482.2% | -3.6% | +485.7% | +774.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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