+474.0%
KORU vs ZBRA
+35.9%
+438.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.8% | +7.1% | +7.6% |
| 7D | -1.7% | -3.4% | +1.7% | +0.8% |
| 30D | +13.5% | -7.4% | +20.9% | +20.4% |
| 3M | -45.2% | +57.5% | -102.7% | -60.9% |
| 6M | +17.1% | +64.0% | -46.8% | -17.6% |
| YTD | +154.1% | +44.3% | +109.8% | +90.3% |
| 1Y | +375.7% | +10.9% | +364.8% | +329.5% |
| 3Y | +474.0% | +37.5% | +436.5% | +333.2% |
| All | +474.0% | +35.9% | +438.1% | +333.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling