+426.7%
KORU vs QID
-73.3%
+500.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +2.3% | -14.8% | -8.5% |
| 7D | +2.3% | +2.7% | -0.4% | +7.8% |
| 30D | +20.0% | +3.3% | +16.7% | +31.7% |
| 3M | -32.7% | -5.5% | -27.2% | -16.8% |
| 6M | +13.3% | -28.4% | +41.7% | +27.7% |
| YTD | +133.2% | -26.6% | +159.8% | +182.7% |
| 1Y | +357.3% | -34.1% | +391.4% | +427.5% |
| All | +426.7% | -73.3% | +500.0% | +189.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling