+22.5%
KORU vs SPOT
+0.4%
+22.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.6% | -9.9% | -2.9% |
| 7D | -24.3% | +16.6% | -40.9% | -17.3% |
| 30D | -54.2% | +29.9% | -84.2% | -47.1% |
| 3M | -45.4% | +31.3% | -76.7% | -36.6% |
| 6M | -66.5% | +43.2% | -109.7% | -60.9% |
| YTD | +14.9% | +8.1% | +6.8% | +44.5% |
| 1Y | +22.5% | -0.3% | +22.8% | +62.4% |
| All | +22.5% | +0.4% | +22.1% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling