+357.3%
KORU vs Z
-64.6%
+421.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.8% | -9.8% | -13.0% |
| 7D | +2.3% | -11.6% | +13.9% | +0.2% |
| 30D | +20.0% | -8.5% | +28.5% | +18.4% |
| 3M | -32.7% | -7.9% | -24.8% | -31.0% |
| 6M | +13.3% | -29.1% | +42.4% | +21.4% |
| YTD | +133.2% | -54.2% | +187.4% | +138.3% |
| 1Y | +357.3% | -63.5% | +420.8% | +361.7% |
| All | +357.3% | -64.6% | +421.9% | +361.7% |
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