+136.2%
KORU vs RVTY
+85.4%
+50.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.7% | -3.9% |
| 7D | +11.1% | -0.5% | +11.6% | +12.0% |
| 30D | -40.6% | +1.5% | -42.1% | -39.1% |
| 3M | -63.9% | +31.5% | -95.3% | -70.7% |
| 6M | -82.8% | +62.7% | -145.5% | -88.3% |
| YTD | -15.4% | +60.0% | -75.4% | -41.8% |
| 1Y | -3.3% | +65.7% | -69.0% | -35.6% |
| 3Y | +136.2% | +85.2% | +51.0% | +50.4% |
| All | +136.2% | +85.4% | +50.8% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling