+353.6%
RSP vs KORU
+32.9%
+320.7%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +13.4% | -13.9% | -2.1% |
| 7D | -0.8% | +13.0% | -13.8% | -2.4% |
| 30D | -0.3% | +27.3% | -27.6% | -4.3% |
| 3M | +4.3% | -55.3% | +59.6% | +5.5% |
| 6M | +8.8% | +11.6% | -2.8% | -10.0% |
| YTD | +15.3% | +158.5% | -143.3% | -18.8% |
| 1Y | +18.3% | +482.2% | -463.9% | -28.4% |
| 3Y | +52.8% | +471.9% | -419.1% | -14.2% |
| 5Y | +51.7% | +41.1% | +10.6% | +0.3% |
| 10Y | +208.5% | +80.2% | +128.3% | +58.7% |
| All | +353.6% | +32.9% | +320.7% | +125.1% |
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 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