+359.2%
RSP vs KORU
-59.2%
+418.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.2% | +6.2% | +0.7% |
| 7D | +0.7% | -34.5% | +35.3% | +4.6% |
| 30D | +3.7% | -59.6% | +63.3% | +12.6% |
| 3M | +0.7% | -56.1% | +56.7% | +5.9% |
| 6M | +9.0% | -84.7% | +93.7% | +18.1% |
| YTD | +16.7% | -20.6% | +37.3% | -8.6% |
| 1Y | +19.0% | -13.9% | +32.8% | -8.5% |
| 3Y | +64.7% | +114.9% | -50.1% | +0.1% |
| 5Y | +49.6% | -36.0% | +85.6% | +3.4% |
| 10Y | +213.2% | -27.8% | +241.0% | +73.8% |
| All | +359.2% | -59.2% | +418.4% | +153.2% |
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