+211.0%
RSP vs KORU
-21.4%
+232.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +0.8% |
| 7D | +2.4% | +11.1% | -8.8% | +0.9% |
| 30D | +4.3% | -40.6% | +44.9% | +8.2% |
| 3M | -0.3% | -63.9% | +63.6% | +7.3% |
| 6M | +9.8% | -82.8% | +92.6% | +17.6% |
| YTD | +16.8% | -15.4% | +32.2% | -10.4% |
| 1Y | +19.5% | -3.3% | +22.8% | -10.8% |
| 3Y | +65.1% | +136.2% | -71.0% | -3.6% |
| 5Y | +48.7% | -36.7% | +85.4% | +1.8% |
| All | +211.0% | -21.4% | +232.4% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 10y: compounded portfolio wealth divided by compounded KORU 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…
10y analysis · Full analysis span regression · 6 months rolling