+56.9%
KORU vs ZBH
-28.6%
+85.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.8% | +8.4% |
| 7D | -1.7% | -4.7% | +3.0% | +0.8% |
| 30D | +13.5% | -4.5% | +18.0% | +15.7% |
| 3M | -45.2% | +7.6% | -52.8% | -49.8% |
| 6M | +17.1% | +0.3% | +16.8% | +11.4% |
| YTD | +154.1% | +4.5% | +149.6% | +136.4% |
| 1Y | +375.7% | -9.4% | +385.1% | +377.5% |
| 3Y | +474.0% | -21.5% | +495.5% | +538.4% |
| All | +56.9% | -28.6% | +85.6% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling