+4,770.1%
DELL vs KORU
+86.7%
+4,683.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.5% |
| 7D | +25.6% | +24.3% | +1.3% | +20.0% |
| 30D | +17.7% | +37.3% | -19.7% | +8.6% |
| 3M | +33.4% | -32.8% | +66.2% | +30.9% |
| 6M | +266.2% | +36.9% | +229.3% | +175.6% |
| YTD | +328.0% | +162.6% | +165.4% | +165.5% |
| 1Y | +339.6% | +467.0% | -127.4% | +122.4% |
| 3Y | +694.6% | +522.4% | +172.2% | +263.3% |
| 5Y | +1,122.0% | +57.9% | +1,064.1% | +579.0% |
| 10Y | +4,062.5% | +70.8% | +3,991.7% | +1,686.9% |
| All | +4,770.1% | +86.7% | +4,683.4% | +1,952.8% |
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 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