+16.6%
KORU vs RSG
+768.0%
-751.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -11.9% | -12.0% |
| 7D | +2.3% | -1.8% | +4.1% | +3.9% |
| 30D | +20.0% | +2.8% | +17.2% | +16.3% |
| 3M | -32.7% | +4.3% | -37.0% | -40.1% |
| 6M | +13.3% | -0.5% | +13.9% | -0.7% |
| YTD | +133.2% | +5.2% | +128.0% | +89.2% |
| 1Y | +357.3% | -2.1% | +359.4% | +293.3% |
| 3Y | +452.7% | +56.5% | +396.2% | +140.7% |
| 5Y | +47.2% | +89.5% | -42.3% | -53.8% |
| 10Y | +67.6% | +424.8% | -357.2% | -85.5% |
| All | +16.6% | +768.0% | -751.4% | -94.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling