+18.3%
KORU vs ZETA
+241.7%
-223.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.8% | +3.4% | +2.1% |
| 7D | +24.3% | -2.4% | +26.7% | +24.8% |
| 30D | +37.3% | +15.6% | +21.7% | +30.5% |
| 3M | -32.8% | +41.5% | -74.3% | -41.7% |
| 6M | +36.9% | +63.4% | -26.5% | +14.3% |
| YTD | +162.6% | +51.3% | +111.3% | +121.1% |
| 1Y | +467.0% | +65.8% | +401.2% | +360.2% |
| 3Y | +522.4% | +279.2% | +243.2% | +238.3% |
| 5Y | +57.9% | +341.8% | -283.9% | -23.4% |
| All | +18.3% | +241.7% | -223.4% | -37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling