+22.5%
KORU vs RTX
+14.1%
+8.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.6% | -2.6% | -4.8% |
| 7D | -24.3% | +1.3% | -25.6% | -24.5% |
| 30D | -54.2% | +7.6% | -61.9% | -55.2% |
| 3M | -45.4% | -8.6% | -36.8% | -43.5% |
| 6M | -66.5% | +15.6% | -82.1% | -74.1% |
| YTD | +14.9% | +9.4% | +5.5% | +11.7% |
| 1Y | +22.5% | +14.7% | +7.9% | +16.1% |
| All | +22.5% | +14.1% | +8.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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