+1,064.8%
KORU vs ZYBT
-58.9%
+1,123.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.5% | +11.5% | +9.0% |
| 7D | -1.7% | -3.7% | +2.0% | -1.7% |
| 30D | +13.5% | 0.0% | +13.5% | +13.5% |
| 3M | -45.2% | +72.2% | -117.4% | -45.8% |
| 6M | +17.1% | +103.1% | -86.0% | +13.9% |
| YTD | +154.1% | +34.8% | +119.4% | +151.1% |
| 1Y | +375.7% | -83.2% | +458.8% | +409.6% |
| All | +1,064.8% | -58.9% | +1,123.7% | +955.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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