+82.9%
KORU vs ZBRA
+435.2%
-352.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.8% | +7.1% | +7.5% |
| 7D | -1.7% | -3.4% | +1.7% | +1.1% |
| 30D | +13.5% | -7.4% | +20.9% | +21.4% |
| 3M | -45.2% | +57.5% | -102.7% | -62.9% |
| 6M | +17.1% | +64.0% | -46.8% | -22.3% |
| YTD | +154.1% | +44.3% | +109.8% | +81.6% |
| 1Y | +375.7% | +10.9% | +364.8% | +321.9% |
| 3Y | +474.0% | +37.5% | +436.5% | +300.6% |
| 5Y | +60.4% | -39.7% | +100.1% | +125.2% |
| All | +82.9% | +435.2% | -352.3% | -28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling