+29.3%
KORU vs RVTY
+299.9%
-270.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.8% | +13.8% |
| 7D | +13.0% | +1.1% | +11.9% | +11.8% |
| 30D | +27.3% | +13.2% | +14.1% | +13.1% |
| 3M | -55.3% | +27.2% | -82.5% | -64.3% |
| 6M | +11.6% | +32.4% | -20.8% | -12.7% |
| YTD | +158.5% | +34.9% | +123.7% | +94.3% |
| 1Y | +482.2% | +52.4% | +429.8% | +282.3% |
| 3Y | +471.9% | +12.3% | +459.6% | +370.8% |
| 5Y | +41.1% | -30.8% | +72.0% | +104.1% |
| 10Y | +80.2% | +150.7% | -70.5% | -39.6% |
| All | +29.3% | +299.9% | -270.6% | -67.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling