+502.1%
KORU vs Z
-37.2%
+539.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.7% |
| 7D | +20.1% | -7.1% | +27.2% | +22.9% |
| 30D | +47.5% | -4.8% | +52.2% | +48.4% |
| 3M | -30.1% | -9.3% | -20.7% | -30.0% |
| 6M | +20.1% | -29.0% | +49.1% | +37.5% |
| YTD | +166.6% | -52.9% | +219.5% | +259.3% |
| 1Y | +458.9% | -63.1% | +522.1% | +754.4% |
| All | +502.1% | -37.2% | +539.3% | +487.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling