+56.9%
KORU vs RSG
+89.9%
-32.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +9.1% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | +13.5% | +4.0% | +9.6% | +14.4% |
| 3M | -45.2% | +7.4% | -52.6% | -45.1% |
| 6M | +17.1% | +0.1% | +17.0% | +19.0% |
| YTD | +154.1% | +6.0% | +148.1% | +148.4% |
| 1Y | +375.7% | -3.0% | +378.6% | +388.1% |
| 3Y | +474.0% | +56.5% | +417.5% | +288.8% |
| All | +56.9% | +89.9% | -32.9% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling