+89.3%
KLAC vs KORU
+385.0%
-295.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +9.0% | -7.0% | -0.2% |
| 7D | -2.7% | -1.7% | -1.0% | -2.5% |
| 30D | -13.2% | +13.5% | -26.7% | -17.1% |
| 3M | -25.0% | -45.2% | +20.2% | -20.3% |
| 6M | +23.6% | +17.1% | +6.5% | -1.4% |
| YTD | +49.2% | +154.1% | -104.9% | -11.1% |
| 1Y | +89.3% | +375.7% | -286.3% | -13.7% |
| All | +89.3% | +385.0% | -295.7% | -13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling