+31.4%
KORU vs ZTS
+144.8%
-113.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.0% | +4.5% | +4.3% |
| 7D | +24.3% | -4.8% | +29.1% | +29.6% |
| 30D | +37.3% | +1.2% | +36.1% | +33.2% |
| 3M | -32.8% | -6.0% | -26.8% | -33.5% |
| 6M | +36.9% | -38.7% | +75.6% | +99.5% |
| YTD | +162.6% | -40.6% | +203.2% | +301.2% |
| 1Y | +467.0% | -50.6% | +517.6% | +941.8% |
| 3Y | +522.4% | -58.7% | +581.1% | +1,222.9% |
| 5Y | +57.9% | -62.8% | +120.7% | +280.1% |
| 10Y | +70.8% | +56.2% | +14.6% | +42.7% |
| All | +31.4% | +144.8% | -113.4% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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