+33.3%
KORU vs ZBH
+44.2%
-10.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.2% |
| 7D | +20.1% | -4.9% | +25.0% | +25.1% |
| 30D | +47.5% | -3.2% | +50.7% | +50.2% |
| 3M | -30.1% | +5.8% | -35.9% | -38.1% |
| 6M | +20.1% | +2.0% | +18.2% | +7.7% |
| YTD | +166.6% | +5.8% | +160.8% | +131.9% |
| 1Y | +458.9% | -7.9% | +466.9% | +434.1% |
| 3Y | +531.8% | -19.4% | +551.1% | +556.9% |
| 5Y | +67.7% | -29.5% | +97.2% | +101.2% |
| 10Y | +91.6% | -15.5% | +107.1% | +97.6% |
| All | +33.3% | +44.2% | -10.9% | -15.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling