+482.2%
KORU vs ZETA
+68.7%
+413.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.1% | +17.5% | +14.7% |
| 7D | +13.0% | +2.7% | +10.3% | +11.5% |
| 30D | +27.3% | +15.8% | +11.5% | +20.7% |
| 3M | -55.3% | +35.4% | -90.7% | -59.3% |
| 6M | +11.6% | +67.1% | -55.5% | -7.7% |
| YTD | +158.5% | +54.1% | +104.5% | +114.4% |
| 1Y | +482.2% | +67.8% | +414.3% | +375.7% |
| All | +482.2% | +68.7% | +413.4% | +375.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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