+22.5%
KORU vs QLD
+13.1%
+9.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.9% | -7.2% | -11.4% |
| 7D | -24.3% | -9.4% | -14.9% | +4.4% |
| 30D | -54.2% | -17.1% | -37.2% | -12.5% |
| 3M | -45.4% | -10.4% | -35.0% | -14.4% |
| 6M | -66.5% | +0.7% | -67.2% | -38.7% |
| YTD | +14.9% | +17.7% | -2.9% | +51.3% |
| 1Y | +22.5% | +14.7% | +7.9% | +70.4% |
| All | +22.5% | +13.1% | +9.4% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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