+56.9%
KORU vs RTX
+162.7%
-105.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +9.1% |
| 7D | -1.7% | -1.5% | -0.2% | -0.8% |
| 30D | +13.5% | -11.0% | +24.5% | +20.8% |
| 3M | -45.2% | +7.7% | -52.9% | -50.2% |
| 6M | +17.1% | -3.9% | +21.0% | +16.7% |
| YTD | +154.1% | +9.0% | +145.2% | +136.1% |
| 1Y | +375.7% | +27.3% | +348.4% | +296.4% |
| 3Y | +474.0% | +172.9% | +301.1% | +159.0% |
| All | +56.9% | +162.7% | -105.8% | -33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling