+82.9%
KORU vs RUN
+42.2%
+40.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.8% | +9.8% | +9.3% |
| 7D | -1.7% | -3.7% | +2.0% | -0.4% |
| 30D | +13.5% | -13.0% | +26.5% | +20.0% |
| 3M | -45.2% | -31.8% | -13.4% | -35.3% |
| 6M | +17.1% | -32.2% | +49.4% | +46.0% |
| YTD | +154.1% | -53.5% | +207.6% | +244.0% |
| 1Y | +375.7% | -46.5% | +422.2% | +508.2% |
| 3Y | +474.0% | -37.6% | +511.6% | +375.5% |
| 5Y | +60.4% | -80.9% | +141.3% | +80.3% |
| All | +82.9% | +42.2% | +40.7% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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