+14.9%
KORU vs S
-56.8%
+71.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.4% | +13.0% | +13.3% |
| 7D | +13.0% | -7.7% | +20.7% | +16.2% |
| 30D | +27.3% | -5.3% | +32.6% | +28.2% |
| 3M | -55.3% | +20.3% | -75.5% | -59.2% |
| 6M | +11.6% | +47.4% | -35.8% | -5.1% |
| YTD | +158.5% | +32.5% | +126.0% | +126.1% |
| 1Y | +482.2% | +9.5% | +472.6% | +440.0% |
| 3Y | +471.9% | +15.5% | +456.4% | +403.9% |
| 5Y | +41.1% | -71.2% | +112.3% | +54.7% |
| All | +14.9% | -56.8% | +71.7% | +22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling