+79.1%
KORU vs ZM
+48.4%
+30.8%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.8% | +6.4% | +2.6% |
| 7D | +24.3% | +1.6% | +22.7% | +23.9% |
| 30D | +37.3% | -7.7% | +45.0% | +39.6% |
| 3M | -32.8% | -4.7% | -28.1% | -33.0% |
| 6M | +36.9% | +24.4% | +12.5% | +28.4% |
| YTD | +162.6% | +11.8% | +150.9% | +150.3% |
| 1Y | +467.0% | +13.4% | +453.7% | +437.6% |
| 3Y | +522.4% | +33.8% | +488.5% | +467.6% |
| 5Y | +57.9% | -67.2% | +125.0% | +50.6% |
| All | +79.1% | +48.4% | +30.8% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM 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 ZM 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