+495.4%
INTC vs KORU
+32.9%
+462.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +13.4% | -8.9% | +1.3% |
| 7D | +7.1% | +13.0% | -5.9% | +3.8% |
| 30D | -5.2% | +27.3% | -32.5% | -11.9% |
| 3M | -14.3% | -55.3% | +41.0% | -7.1% |
| 6M | +110.2% | +11.6% | +98.6% | +70.7% |
| YTD | +159.6% | +158.5% | +1.1% | +69.2% |
| 1Y | +289.3% | +482.2% | -192.9% | +107.6% |
| 3Y | +166.1% | +471.9% | -305.8% | +31.5% |
| 5Y | +94.4% | +41.1% | +53.2% | +17.9% |
| 10Y | +227.7% | +80.2% | +147.5% | +55.6% |
| All | +495.4% | +32.9% | +462.5% | +172.0% |
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