+375.7%
KORU vs QS
-36.7%
+412.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.9% | +7.0% | +7.4% |
| 7D | -1.7% | -3.6% | +1.9% | +1.0% |
| 30D | +13.5% | -17.2% | +30.8% | +33.2% |
| 3M | -45.2% | -27.0% | -18.2% | -27.3% |
| 6M | +17.1% | -24.6% | +41.7% | +71.0% |
| YTD | +154.1% | -49.3% | +203.5% | +311.8% |
| 1Y | +375.7% | -40.3% | +416.0% | +615.6% |
| All | +375.7% | -36.7% | +412.4% | +615.6% |
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