+583.1%
KORU vs QQQI
+57.7%
+525.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +5.3% |
| 7D | -1.7% | -0.3% | -1.4% | +0.3% |
| 30D | +13.5% | -0.3% | +13.8% | +18.0% |
| 3M | -45.2% | +1.3% | -46.5% | -35.4% |
| 6M | +17.1% | +11.5% | +5.6% | +27.7% |
| YTD | +154.1% | +11.3% | +142.9% | +186.3% |
| 1Y | +375.7% | +16.9% | +358.8% | +392.3% |
| All | +583.1% | +57.7% | +525.4% | +275.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling