+70.8%
KORU vs QLD
+1,636.2%
-1,565.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.8% |
| 7D | +24.3% | +3.0% | +21.3% | +20.1% |
| 30D | +37.3% | -1.8% | +39.1% | +42.8% |
| 3M | -32.8% | -1.8% | -31.0% | -19.1% |
| 6M | +36.9% | +36.9% | 0.0% | +36.5% |
| YTD | +162.6% | +28.7% | +133.9% | +184.8% |
| 1Y | +467.0% | +41.9% | +425.1% | +472.7% |
| 3Y | +522.4% | +184.2% | +338.2% | +215.3% |
| 5Y | +57.9% | +122.1% | -64.2% | -1.6% |
| 10Y | +70.8% | +1,646.5% | -1,575.7% | -88.8% |
| All | +70.8% | +1,636.2% | -1,565.4% | -88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling