+67.7%
KORU vs S
-71.9%
+139.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.5% | +1.5% |
| 7D | +20.1% | -1.2% | +21.3% | +20.6% |
| 30D | +47.5% | -12.6% | +60.0% | +53.0% |
| 3M | -30.1% | +27.6% | -57.6% | -38.4% |
| 6M | +20.1% | +35.5% | -15.3% | +5.0% |
| YTD | +166.6% | +29.6% | +137.0% | +133.8% |
| 1Y | +458.9% | +8.1% | +450.8% | +419.5% |
| 3Y | +531.8% | +14.8% | +517.0% | +454.6% |
| 5Y | +67.7% | -70.6% | +138.2% | +82.2% |
| All | +67.7% | -71.9% | +139.6% | +82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling