-14.3%
KORU vs QLD
+1,536.4%
-1,550.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +4.6% | +13.8% | +12.8% |
| 7D | -18.1% | -1.2% | -16.9% | -11.3% |
| 30D | -45.7% | -15.7% | -30.0% | -26.6% |
| 3M | -51.6% | -10.0% | -41.6% | -36.8% |
| 6M | -82.6% | -11.2% | -71.4% | -70.8% |
| YTD | -5.9% | +16.4% | -22.3% | +30.1% |
| 1Y | +3.3% | +12.7% | -9.4% | +48.4% |
| 3Y | +154.5% | +152.3% | +2.2% | +66.9% |
| 5Y | -26.6% | +91.8% | -118.3% | -38.4% |
| 10Y | -14.3% | +1,520.2% | -1,534.5% | -90.9% |
| All | -14.3% | +1,536.4% | -1,550.6% | -90.9% |
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