+1,620.2%
GOOG vs KORU
+35.0%
+1,585.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | +1.1% | +24.3% | -23.2% | -2.2% |
| 30D | -5.1% | +37.3% | -42.4% | -10.7% |
| 3M | -7.1% | -32.8% | +25.7% | -9.9% |
| 6M | +12.7% | +36.9% | -24.3% | -12.7% |
| YTD | +7.1% | +162.6% | -155.5% | -29.1% |
| 1Y | +43.6% | +467.0% | -423.4% | -19.2% |
| 3Y | +146.8% | +522.4% | -375.6% | +25.7% |
| 5Y | +133.7% | +57.9% | +75.8% | +42.0% |
| 10Y | +773.3% | +70.8% | +702.6% | +340.5% |
| All | +1,620.2% | +35.0% | +1,585.2% | +748.0% |
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 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