+67.7%
KORU vs SPOT
+111.4%
-43.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.0% |
| 7D | +20.1% | -6.5% | +26.6% | +23.2% |
| 30D | +47.5% | +2.2% | +45.3% | +44.1% |
| 3M | -30.1% | +5.4% | -35.5% | -34.3% |
| 6M | +20.1% | -4.0% | +24.1% | +16.4% |
| YTD | +166.6% | -9.9% | +176.5% | +159.2% |
| 1Y | +458.9% | -27.3% | +486.2% | +508.5% |
| 3Y | +531.8% | +236.4% | +295.4% | +164.3% |
| 5Y | +67.7% | +112.6% | -44.9% | -28.7% |
| All | +67.7% | +111.4% | -43.7% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling