+515.7%
KORU vs QLD
+188.2%
+327.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +12.9% |
| 7D | +13.0% | +0.6% | +12.4% | +12.3% |
| 30D | +27.3% | -0.1% | +27.4% | +30.6% |
| 3M | -55.3% | -8.4% | -46.9% | -32.5% |
| 6M | +11.6% | +32.2% | -20.6% | +16.1% |
| YTD | +158.5% | +28.9% | +129.6% | +182.6% |
| 1Y | +482.2% | +43.8% | +438.3% | +482.8% |
| All | +515.7% | +188.2% | +327.5% | +146.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling