+426.7%
KORU vs RTX
+162.3%
+264.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.3% | -12.8% | -12.6% |
| 7D | +2.3% | -2.0% | +4.3% | +3.0% |
| 30D | +20.0% | -11.2% | +31.2% | +24.8% |
| 3M | -32.7% | +12.0% | -44.8% | -38.7% |
| 6M | +13.3% | -3.6% | +16.9% | +13.2% |
| YTD | +133.2% | +9.2% | +124.0% | +123.6% |
| 1Y | +357.3% | +29.7% | +327.6% | +309.9% |
| All | +426.7% | +162.3% | +264.5% | +278.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling