+4,404.4%
DELL vs KORU
+92.5%
+4,311.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +9.0% | +3.0% | +10.1% |
| 7D | +8.2% | -1.7% | +9.9% | +8.7% |
| 30D | +17.1% | +13.5% | +3.6% | +12.7% |
| 3M | +45.2% | -45.2% | +90.4% | +49.9% |
| 6M | +286.8% | +17.1% | +269.6% | +202.5% |
| YTD | +354.8% | +154.1% | +200.6% | +184.1% |
| 1Y | +358.3% | +375.7% | -17.4% | +141.6% |
| 3Y | +724.9% | +474.0% | +250.9% | +283.7% |
| 5Y | +1,193.7% | +60.4% | +1,133.3% | +616.6% |
| All | +4,404.4% | +92.5% | +4,311.9% | +1,827.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling