+128.5%
KORU vs RUN
-29.4%
+157.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +0.3% |
| 7D | +24.3% | +10.2% | +14.1% | +20.3% |
| 30D | +37.3% | -9.6% | +46.9% | +42.7% |
| 3M | -32.8% | -31.5% | -1.3% | -21.4% |
| 6M | +36.9% | -18.7% | +55.6% | +58.6% |
| YTD | +162.6% | -49.9% | +212.5% | +240.3% |
| 1Y | +467.0% | -45.5% | +512.5% | +608.1% |
| 3Y | +522.4% | -34.1% | +556.5% | +423.2% |
| 5Y | +57.9% | -79.4% | +137.3% | +73.6% |
| 10Y | +70.8% | +48.9% | +21.8% | -12.5% |
| All | +128.5% | -29.4% | +157.9% | +23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling