+102.3%
INTC vs KORU
+43.7%
+58.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -12.5% | +6.9% | -2.3% |
| 7D | +9.4% | +2.3% | +7.1% | +8.6% |
| 30D | +2.7% | +20.0% | -17.3% | -3.9% |
| 3M | -6.3% | -32.7% | +26.4% | -5.6% |
| 6M | +114.5% | +13.3% | +101.1% | +69.4% |
| YTD | +171.9% | +133.2% | +38.7% | +69.2% |
| 1Y | +305.0% | +357.3% | -52.3% | +106.6% |
| 3Y | +168.3% | +452.7% | -284.3% | +17.7% |
| 5Y | +102.3% | +47.2% | +55.1% | +3.6% |
| All | +102.3% | +43.7% | +58.6% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling