+47.5%
KORU vs QLD
+121.5%
-74.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.0% |
| 7D | +13.0% | +0.6% | +12.4% | +12.5% |
| 30D | +27.3% | -0.1% | +27.4% | +30.0% |
| 3M | -55.3% | -8.4% | -46.9% | -37.4% |
| 6M | +11.6% | +32.2% | -20.6% | +16.2% |
| YTD | +158.5% | +28.9% | +129.6% | +181.5% |
| 1Y | +482.2% | +43.8% | +438.3% | +486.2% |
| 3Y | +471.9% | +176.6% | +295.3% | +216.0% |
| All | +47.5% | +121.5% | -74.1% | -9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling