+22.5%
KORU vs ZBRA
+25.3%
-2.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.9% | -6.2% | -5.9% |
| 7D | -24.3% | -13.6% | -10.7% | -15.5% |
| 30D | -54.2% | -11.5% | -42.7% | -49.5% |
| 3M | -45.4% | -9.9% | -35.6% | -40.5% |
| 6M | -66.5% | +48.6% | -115.0% | -74.1% |
| YTD | +14.9% | +36.9% | -22.0% | -12.0% |
| 1Y | +22.5% | +27.7% | -5.2% | +1.7% |
| All | +22.5% | +25.3% | -2.8% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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