+474.0%
KORU vs QSR
+25.8%
+448.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.6% | +8.4% | +8.7% |
| 7D | -1.7% | -4.0% | +2.3% | +0.2% |
| 30D | +13.5% | +2.8% | +10.8% | +12.2% |
| 3M | -45.2% | +5.1% | -50.3% | -47.3% |
| 6M | +17.1% | +8.8% | +8.3% | +8.1% |
| YTD | +154.1% | +14.8% | +139.3% | +122.1% |
| 1Y | +375.7% | +25.7% | +349.9% | +278.4% |
| 3Y | +474.0% | +27.5% | +446.5% | +351.7% |
| All | +474.0% | +25.8% | +448.2% | +351.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling