+1,627.4%
GOOGL vs KORU
+35.0%
+1,592.4%
-44.3%
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% | -0.3% |
| 7D | +1.1% | +24.3% | -23.2% | -2.3% |
| 30D | -4.4% | +37.3% | -41.8% | -10.1% |
| 3M | -6.8% | -32.8% | +26.0% | -9.6% |
| 6M | +13.6% | +36.9% | -23.3% | -12.1% |
| YTD | +8.3% | +162.6% | -154.3% | -28.4% |
| 1Y | +44.9% | +467.0% | -422.1% | -18.6% |
| 3Y | +150.5% | +522.4% | -371.9% | +27.3% |
| 5Y | +137.7% | +57.9% | +79.9% | +44.2% |
| 10Y | +750.9% | +70.8% | +680.2% | +328.3% |
| All | +1,627.4% | +35.0% | +1,592.4% | +750.0% |
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