+19.5%
RSP vs KORU
-9.5%
+29.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.4% | +5.6% | +0.4% |
| 7D | +2.4% | +11.1% | -8.8% | +2.0% |
| 30D | +4.3% | -40.6% | +44.9% | +5.2% |
| 3M | -0.3% | -63.9% | +63.6% | +1.5% |
| 6M | +9.8% | -82.8% | +92.6% | +11.9% |
| YTD | +16.8% | -15.4% | +32.2% | +5.2% |
| 1Y | +19.5% | -3.3% | +22.8% | +6.4% |
| All | +19.5% | -9.5% | +29.0% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling