+17.1%
KORU vs ZBH
+2.4%
+14.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.8% | +9.9% |
| 7D | -1.7% | -4.7% | +3.0% | -5.9% |
| 30D | +13.5% | -4.5% | +18.0% | +9.4% |
| 3M | -45.2% | +7.6% | -52.8% | -43.9% |
| 6M | +17.1% | +0.3% | +16.8% | +46.2% |
| All | +17.1% | +2.4% | +14.7% | +46.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling