+51.5%
RSP vs KORU
+55.4%
-3.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.2% |
| 7D | -0.4% | +24.3% | -24.7% | -2.2% |
| 30D | -1.5% | +37.3% | -38.9% | -4.7% |
| 3M | +4.8% | -32.8% | +37.6% | +3.3% |
| 6M | +10.3% | +36.9% | -26.6% | -6.5% |
| YTD | +14.1% | +162.6% | -148.6% | -13.8% |
| 1Y | +17.0% | +467.0% | -450.0% | -22.3% |
| 3Y | +54.2% | +522.4% | -468.2% | -6.3% |
| 5Y | +51.5% | +57.9% | -6.4% | +5.7% |
| All | +51.5% | +55.4% | -3.9% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling