+29.3%
KORU vs RTX
+358.9%
-329.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.1% | +14.1% |
| 7D | +13.0% | -5.2% | +18.2% | +19.2% |
| 30D | +27.3% | -9.4% | +36.7% | +38.8% |
| 3M | -55.3% | +12.3% | -67.6% | -63.0% |
| 6M | +11.6% | -3.1% | +14.7% | +9.7% |
| YTD | +158.5% | +10.7% | +147.9% | +122.7% |
| 1Y | +482.2% | +28.4% | +453.7% | +319.3% |
| 3Y | +471.9% | +147.1% | +324.8% | +78.7% |
| 5Y | +41.1% | +167.2% | -126.1% | -60.9% |
| 10Y | +80.2% | +274.7% | -194.5% | -65.3% |
| All | +29.3% | +358.9% | -329.6% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling