+482.2%
KORU vs ZBH
-5.6%
+487.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +13.2% |
| 7D | +13.0% | -2.8% | +15.8% | +12.0% |
| 30D | +27.3% | -0.1% | +27.4% | +27.4% |
| 3M | -55.3% | +13.4% | -68.7% | -55.1% |
| 6M | +11.6% | +3.0% | +8.6% | +19.2% |
| YTD | +158.5% | +9.7% | +148.9% | +178.4% |
| 1Y | +482.2% | -5.4% | +487.6% | +531.1% |
| All | +482.2% | -5.6% | +487.8% | +531.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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