+319.1%
DELL vs KORU
+487.7%
-168.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +13.4% | -11.9% | -0.6% |
| 7D | +14.9% | +13.0% | +1.9% | +12.7% |
| 30D | +13.3% | +27.3% | -14.0% | +8.1% |
| 3M | +24.4% | -55.3% | +79.7% | +26.2% |
| 6M | +258.0% | +11.6% | +246.4% | +210.9% |
| YTD | +320.2% | +158.5% | +161.6% | +207.9% |
| 1Y | +319.1% | +482.2% | -163.1% | +158.8% |
| All | +319.1% | +487.7% | -168.7% | +158.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling