+67.7%
KORU vs Z
-65.8%
+133.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +20.1% | -7.1% | +27.2% | +23.7% |
| 30D | +47.5% | -4.8% | +52.2% | +48.8% |
| 3M | -30.1% | -9.3% | -20.7% | -30.6% |
| 6M | +20.1% | -29.0% | +49.1% | +37.6% |
| YTD | +166.6% | -52.9% | +219.5% | +262.4% |
| 1Y | +458.9% | -63.1% | +522.1% | +756.8% |
| 3Y | +531.8% | -36.9% | +568.6% | +590.5% |
| 5Y | +67.7% | -65.5% | +133.2% | +82.0% |
| All | +67.7% | -65.8% | +133.4% | +82.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling