-25.1%
KORU vs QQQI
+2.7%
-27.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -5.7% | -31.7% | +3.9% |
| 7D | -48.7% | -8.5% | -40.2% | +6.6% |
| 30D | -68.9% | -12.7% | -56.2% | -3.4% |
| 3M | -64.6% | -7.7% | -56.9% | -22.7% |
| 6M | -82.2% | -4.6% | -77.5% | -48.2% |
| YTD | -28.1% | +2.1% | -30.1% | +60.7% |
| 1Y | -25.1% | +2.1% | -27.2% | +70.2% |
| All | -25.1% | +2.7% | -27.9% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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