+636.7%
DELL vs KORU
+431.1%
+205.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -12.5% | +7.2% | -2.8% |
| 7D | -1.9% | +2.3% | -4.2% | -2.5% |
| 30D | +14.9% | +20.0% | -5.1% | +9.4% |
| 3M | +37.2% | -32.7% | +69.9% | +33.5% |
| 6M | +254.0% | +13.3% | +240.7% | +176.1% |
| YTD | +306.1% | +133.2% | +172.9% | +144.3% |
| 1Y | +312.3% | +357.3% | -45.0% | +95.7% |
| All | +636.7% | +431.1% | +205.6% | +190.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling