+47.2%
KORU vs RVTY
-34.5%
+81.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.3% | -10.2% | -10.4% |
| 7D | +2.3% | -7.4% | +9.7% | +9.6% |
| 30D | +20.0% | +4.5% | +15.5% | +16.9% |
| 3M | -32.7% | +19.5% | -52.2% | -42.3% |
| 6M | +13.3% | +34.1% | -20.8% | -8.1% |
| YTD | +133.2% | +25.3% | +108.0% | +96.9% |
| 1Y | +357.3% | +47.0% | +310.3% | +239.8% |
| 3Y | +452.7% | +14.1% | +438.5% | +379.8% |
| 5Y | +47.2% | -34.6% | +81.8% | +107.2% |
| All | +47.2% | -34.5% | +81.7% | +107.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling