+482.2%
KORU vs QS
-28.5%
+510.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.6% | +12.9% | +13.0% |
| 7D | +13.0% | -2.3% | +15.3% | +15.2% |
| 30D | +27.3% | -0.7% | +28.0% | +29.0% |
| 3M | -55.3% | -39.6% | -15.6% | -31.7% |
| 6M | +11.6% | -21.7% | +33.3% | +54.6% |
| YTD | +158.5% | -47.4% | +206.0% | +292.0% |
| 1Y | +482.2% | -28.4% | +510.5% | +763.6% |
| All | +482.2% | -28.5% | +510.6% | +763.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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