+12.9%
KORU vs S
-57.1%
+70.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.1% |
| 7D | -1.7% | -0.7% | -1.1% | -1.6% |
| 30D | +13.5% | -11.4% | +25.0% | +17.1% |
| 3M | -45.2% | +33.8% | -79.0% | -52.4% |
| 6M | +17.1% | +39.5% | -22.3% | +1.6% |
| YTD | +154.1% | +31.7% | +122.5% | +122.5% |
| 1Y | +375.7% | +7.0% | +368.7% | +344.6% |
| 3Y | +474.0% | +11.8% | +462.2% | +410.6% |
| 5Y | +60.4% | -69.0% | +129.4% | +73.4% |
| All | +12.9% | -57.1% | +70.0% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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