+522.4%
KORU vs S
+13.8%
+508.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.8% | +2.5% |
| 7D | +24.3% | -5.8% | +30.1% | +27.1% |
| 30D | +37.3% | -9.2% | +46.5% | +40.5% |
| 3M | -32.8% | +23.4% | -56.2% | -41.2% |
| 6M | +36.9% | +36.9% | 0.0% | +16.2% |
| YTD | +162.6% | +29.5% | +133.1% | +124.9% |
| 1Y | +467.0% | +5.4% | +461.6% | +426.0% |
| 3Y | +522.4% | +14.7% | +507.7% | +435.5% |
| All | +522.4% | +13.8% | +508.6% | +435.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling