+5,363.7%
KLAC vs KORU
+37.0%
+5,326.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.5% | -4.7% | -3.6% |
| 7D | +6.2% | +20.1% | -13.9% | +1.1% |
| 30D | -5.0% | +47.5% | -52.5% | -15.9% |
| 3M | -14.4% | -30.1% | +15.7% | -14.8% |
| 6M | +28.3% | +20.1% | +8.2% | -4.0% |
| YTD | +51.1% | +166.6% | -115.5% | -13.3% |
| 1Y | +100.4% | +458.9% | -358.6% | -8.6% |
| 3Y | +276.3% | +531.8% | -255.4% | +50.2% |
| 5Y | +452.1% | +67.7% | +384.4% | +186.9% |
| 10Y | +2,986.0% | +91.6% | +2,894.4% | +1,167.6% |
| All | +5,363.7% | +37.0% | +5,326.7% | +2,086.6% |
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 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