+31.4%
KORU vs QID
-99.8%
+131.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.9% |
| 7D | +24.3% | -2.7% | +27.0% | +20.5% |
| 30D | +37.3% | +1.8% | +35.5% | +43.4% |
| 3M | -32.8% | -2.2% | -30.6% | -18.1% |
| 6M | +36.9% | -32.1% | +69.0% | +40.7% |
| YTD | +162.6% | -28.6% | +191.2% | +195.1% |
| 1Y | +467.0% | -36.3% | +503.4% | +504.5% |
| 3Y | +522.4% | -74.4% | +596.8% | +284.6% |
| 5Y | +57.9% | -80.8% | +138.6% | +22.3% |
| 10Y | +70.8% | -99.1% | +169.9% | -83.1% |
| All | +31.4% | -99.8% | +131.1% | -95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling