+56.9%
KORU vs ZETA
+332.4%
-275.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.2% | +10.2% | +9.4% |
| 7D | -1.7% | -3.7% | +2.0% | -0.6% |
| 30D | +13.5% | +5.7% | +7.8% | +11.0% |
| 3M | -45.2% | +50.4% | -95.7% | -53.7% |
| 6M | +17.1% | +65.5% | -48.3% | -3.0% |
| YTD | +154.1% | +48.3% | +105.8% | +114.7% |
| 1Y | +375.7% | +45.4% | +330.3% | +301.3% |
| 3Y | +474.0% | +270.8% | +203.3% | +209.5% |
| All | +56.9% | +332.4% | -275.4% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling