+22.5%
KORU vs QID
-21.1%
+43.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.4% | -11.2% |
| 7D | -24.3% | +9.8% | -34.1% | +4.9% |
| 30D | -54.2% | +18.9% | -73.1% | -11.5% |
| 3M | -45.4% | +9.6% | -55.0% | -10.7% |
| 6M | -66.5% | -7.8% | -58.6% | -33.4% |
| YTD | +14.9% | -23.3% | +38.2% | +69.5% |
| 1Y | +22.5% | -22.0% | +44.6% | +93.5% |
| All | +22.5% | -21.1% | +43.6% | +93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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