+482.2%
KORU vs Z
-58.8%
+541.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.1% | +15.6% | +13.1% |
| 7D | +13.0% | -3.0% | +16.0% | +12.3% |
| 30D | +27.3% | -4.2% | +31.5% | +26.6% |
| 3M | -55.3% | -3.7% | -51.6% | -52.7% |
| 6M | +11.6% | -24.5% | +36.1% | +20.3% |
| YTD | +158.5% | -49.3% | +207.8% | +168.0% |
| 1Y | +482.2% | -58.7% | +540.8% | +496.4% |
| All | +482.2% | -58.8% | +541.0% | +496.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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