+362.9%
RSP vs KORU
-51.6%
+414.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +18.4% | -17.6% | -1.3% |
| 7D | -0.3% | -18.1% | +17.8% | +0.7% |
| 30D | +4.4% | -45.7% | +50.2% | +9.5% |
| 3M | +1.3% | -51.6% | +52.9% | +5.2% |
| 6M | +10.0% | -82.6% | +92.6% | +17.3% |
| YTD | +17.6% | -5.9% | +23.5% | -9.9% |
| 1Y | +19.2% | +3.3% | +16.0% | -10.4% |
| 3Y | +66.0% | +154.5% | -88.4% | -1.2% |
| 5Y | +50.4% | -26.6% | +77.0% | +2.3% |
| 10Y | +215.7% | -14.3% | +229.9% | +71.4% |
| All | +362.9% | -51.6% | +414.5% | +149.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling