+179.9%
INTC vs KORU
+507.1%
-327.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.3% |
| 7D | +18.0% | +20.1% | -2.1% | +12.3% |
| 30D | +8.9% | +47.5% | -38.5% | -3.5% |
| 3M | -1.6% | -30.1% | +28.5% | -2.0% |
| 6M | +133.1% | +20.1% | +113.0% | +80.9% |
| YTD | +187.9% | +166.6% | +21.3% | +71.0% |
| 1Y | +334.7% | +458.9% | -124.2% | +106.1% |
| All | +179.9% | +507.1% | -327.2% | +17.0% |
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