+16.6%
KORU vs ZBRA
+658.4%
-641.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.2% | -12.3% | -12.3% |
| 7D | +2.3% | -3.8% | +6.1% | +5.3% |
| 30D | +20.0% | -10.2% | +30.2% | +30.3% |
| 3M | -32.7% | +58.7% | -91.4% | -52.9% |
| 6M | +13.3% | +61.9% | -48.6% | -21.1% |
| YTD | +133.2% | +41.7% | +91.5% | +74.8% |
| 1Y | +357.3% | +12.4% | +344.9% | +307.5% |
| 3Y | +452.7% | +34.2% | +418.5% | +313.8% |
| 5Y | +47.2% | -40.8% | +88.0% | +101.7% |
| 10Y | +67.6% | +420.3% | -352.7% | -36.1% |
| All | +16.6% | +658.4% | -641.8% | -68.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling