+103.2%
KORU vs RVMD
+622.3%
-519.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -3.0% | +1.3% | -0.5% |
| 30D | +13.5% | -0.7% | +14.3% | +13.5% |
| 3M | -45.2% | +36.5% | -81.8% | -50.8% |
| 6M | +17.1% | +104.6% | -87.5% | -8.3% |
| YTD | +154.1% | +155.8% | -1.7% | +79.6% |
| 1Y | +375.7% | +340.7% | +35.0% | +176.4% |
| 3Y | +474.0% | +519.9% | -45.9% | +172.2% |
| 5Y | +60.4% | +584.9% | -524.5% | -35.0% |
| All | +103.2% | +622.3% | -519.1% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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