+426.7%
KORU vs ZETA
+274.1%
+152.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.5% | -13.0% | -12.7% |
| 7D | +2.3% | -6.5% | +8.8% | +4.2% |
| 30D | +20.0% | +4.8% | +15.2% | +17.7% |
| 3M | -32.7% | +53.3% | -86.1% | -43.2% |
| 6M | +13.3% | +66.8% | -53.5% | -5.8% |
| YTD | +133.2% | +50.2% | +83.0% | +97.1% |
| 1Y | +357.3% | +62.0% | +295.2% | +274.6% |
| All | +426.7% | +274.1% | +152.7% | +154.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling