+430.6%
KLAC vs KORU
+43.7%
+386.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -12.5% | +9.4% | +0.3% |
| 7D | +2.5% | +2.3% | +0.1% | +1.6% |
| 30D | -11.5% | +20.0% | -31.5% | -17.6% |
| 3M | -16.9% | -32.7% | +15.8% | -16.5% |
| 6M | +22.2% | +13.3% | +8.9% | -9.6% |
| YTD | +46.4% | +133.2% | -86.8% | -18.6% |
| 1Y | +91.0% | +357.3% | -266.3% | -17.0% |
| 3Y | +264.6% | +452.7% | -188.1% | +31.3% |
| 5Y | +430.6% | +47.2% | +383.4% | +165.8% |
| All | +430.6% | +43.7% | +386.9% | +165.8% |
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