+375.7%
KORU vs QSR
+28.6%
+347.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.6% | +8.4% | +9.2% |
| 7D | -1.7% | -4.0% | +2.3% | -3.3% |
| 30D | +13.5% | +2.8% | +10.8% | +14.9% |
| 3M | -45.2% | +5.1% | -50.3% | -43.5% |
| 6M | +17.1% | +8.8% | +8.3% | +21.0% |
| YTD | +154.1% | +14.8% | +139.3% | +169.0% |
| 1Y | +375.7% | +25.7% | +349.9% | +363.8% |
| All | +375.7% | +28.6% | +347.1% | +363.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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