-13.6%
KORU vs ZS
+504.0%
-517.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | +0.7% |
| 7D | +20.1% | -3.8% | +23.9% | +21.3% |
| 30D | +47.5% | -6.0% | +53.5% | +49.4% |
| 3M | -30.1% | +32.0% | -62.1% | -38.0% |
| 6M | +20.1% | +2.1% | +18.0% | +12.3% |
| YTD | +166.6% | -26.2% | +192.7% | +173.9% |
| 1Y | +458.9% | -41.2% | +500.1% | +523.1% |
| 3Y | +531.8% | +3.3% | +528.4% | +465.1% |
| 5Y | +67.7% | -40.7% | +108.4% | +64.6% |
| All | -13.6% | +504.0% | -517.6% | -55.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling