+86.5%
KORU vs RVMD
+620.8%
-534.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.1% | -10.4% | -11.7% |
| 7D | +2.3% | -3.6% | +5.9% | +3.8% |
| 30D | +20.0% | -1.1% | +21.1% | +20.1% |
| 3M | -32.7% | +41.0% | -73.8% | -40.1% |
| 6M | +13.3% | +105.7% | -92.4% | -11.4% |
| YTD | +133.2% | +155.3% | -22.1% | +64.9% |
| 1Y | +357.3% | +402.7% | -45.4% | +153.1% |
| 3Y | +452.7% | +533.1% | -80.4% | +160.1% |
| 5Y | +47.2% | +583.5% | -536.3% | -40.3% |
| All | +86.5% | +620.8% | -534.4% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling