+155.7%
KORU vs Q
+75.4%
+80.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.7% | -10.8% | -9.2% |
| 7D | +2.3% | +4.1% | -1.8% | -4.7% |
| 30D | +20.0% | -10.7% | +30.7% | +51.4% |
| 3M | -32.7% | -11.7% | -21.0% | +9.3% |
| 6M | +13.3% | +8.3% | +5.0% | +47.2% |
| YTD | +133.2% | +51.3% | +81.9% | +143.9% |
| All | +155.7% | +75.4% | +80.3% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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