+56.9%
KORU vs QID
-80.8%
+137.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.8% | +10.8% | +6.7% |
| 7D | -1.7% | +1.3% | -3.0% | +0.5% |
| 30D | +13.5% | +2.9% | +10.6% | +21.3% |
| 3M | -45.2% | -0.7% | -44.5% | -32.3% |
| 6M | +17.1% | -29.7% | +46.8% | +26.7% |
| YTD | +154.1% | -27.9% | +182.0% | +193.6% |
| 1Y | +375.7% | -34.6% | +410.2% | +431.3% |
| 3Y | +474.0% | -73.5% | +547.5% | +285.8% |
| All | +56.9% | -80.8% | +137.7% | +15.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling