+48.7%
RSP vs KORU
-36.6%
+85.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +11.3% | -9.0% | +1.4% |
| 7D | +0.4% | -25.8% | +26.3% | +2.0% |
| 30D | +3.7% | -56.9% | +60.6% | +9.0% |
| 3M | +0.8% | -55.7% | +56.5% | +4.2% |
| 6M | +9.1% | -83.7% | +92.8% | +14.7% |
| YTD | +16.7% | -15.3% | +32.0% | -5.9% |
| 1Y | +19.7% | +3.4% | +16.3% | -6.7% |
| 3Y | +66.7% | +133.8% | -67.0% | +5.8% |
| 5Y | +48.7% | -35.4% | +84.1% | +9.1% |
| All | +48.7% | -36.6% | +85.3% | +9.1% |
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