+82.9%
KORU vs RTX
+286.0%
-203.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +9.2% |
| 7D | -1.7% | -1.5% | -0.2% | -0.3% |
| 30D | +13.5% | -11.0% | +24.5% | +25.5% |
| 3M | -45.2% | +7.7% | -52.9% | -52.4% |
| 6M | +17.1% | -3.9% | +21.0% | +15.6% |
| YTD | +154.1% | +9.0% | +145.2% | +123.9% |
| 1Y | +375.7% | +27.3% | +348.4% | +251.2% |
| 3Y | +474.0% | +172.9% | +301.1% | +69.6% |
| 5Y | +60.4% | +165.2% | -104.8% | -52.8% |
| All | +82.9% | +286.0% | -203.1% | -54.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling