+375.7%
KORU vs ZS
-41.7%
+417.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.6% | +8.3% | +8.9% |
| 7D | -1.7% | -3.1% | +1.4% | -1.4% |
| 30D | +13.5% | -7.2% | +20.7% | +14.1% |
| 3M | -45.2% | +30.5% | -75.7% | -47.3% |
| 6M | +17.1% | +7.0% | +10.2% | +17.8% |
| YTD | +154.1% | -26.8% | +181.0% | +187.5% |
| 1Y | +375.7% | -42.6% | +418.3% | +534.3% |
| All | +375.7% | -41.7% | +417.3% | +534.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS 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 ZS 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