-71.2%
KORU vs SPOT
+269.3%
-340.4%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.4% | -7.8% | -6.4% |
| 7D | +11.1% | +1.6% | +9.5% | +10.4% |
| 30D | -40.6% | +16.9% | -57.5% | -45.8% |
| 3M | -63.9% | +23.0% | -86.9% | -68.8% |
| 6M | -82.8% | +42.2% | -125.0% | -86.7% |
| YTD | -15.4% | +5.5% | -20.9% | -27.0% |
| 1Y | -3.3% | -5.1% | +1.8% | -11.5% |
| 3Y | +136.2% | +257.9% | -121.7% | -4.7% |
| 5Y | -36.7% | +118.4% | -155.1% | -69.4% |
| All | -71.2% | +269.3% | -340.4% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling