+56.9%
KORU vs ETSY
-66.2%
+123.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.3% | +8.2% |
| 7D | -1.7% | -4.9% | +3.2% | +0.4% |
| 30D | +13.5% | -8.6% | +22.2% | +16.2% |
| 3M | -45.2% | +4.8% | -50.0% | -48.3% |
| 6M | +17.1% | +38.1% | -21.0% | -1.5% |
| YTD | +154.1% | +31.2% | +122.9% | +115.8% |
| 1Y | +375.7% | +22.1% | +353.6% | +308.1% |
| 3Y | +474.0% | +12.2% | +461.8% | +382.1% |
| All | +56.9% | -66.2% | +123.2% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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