+66.7%
RSP vs KORU
+126.0%
-59.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +11.3% | -9.0% | +1.7% |
| 7D | +0.4% | -25.8% | +26.3% | +1.4% |
| 30D | +3.7% | -56.9% | +60.6% | +7.1% |
| 3M | +0.8% | -55.7% | +56.5% | +3.0% |
| 6M | +9.1% | -83.7% | +92.8% | +12.8% |
| YTD | +16.7% | -15.3% | +32.0% | -0.6% |
| 1Y | +19.7% | +3.4% | +16.3% | -0.6% |
| 3Y | +66.7% | +133.8% | -67.0% | +16.5% |
| All | +66.7% | +126.0% | -59.3% | +16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling