+61.2%
KORU vs QSR
+205.8%
-144.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.6% | +8.4% | +8.4% |
| 7D | -1.7% | -4.0% | +2.3% | +2.3% |
| 30D | +13.5% | +2.8% | +10.8% | +10.7% |
| 3M | -45.2% | +5.1% | -50.3% | -49.3% |
| 6M | +17.1% | +8.8% | +8.3% | +2.2% |
| YTD | +154.1% | +14.8% | +139.3% | +104.7% |
| 1Y | +375.7% | +25.7% | +349.9% | +243.0% |
| 3Y | +474.0% | +27.5% | +446.5% | +301.9% |
| 5Y | +60.4% | +41.3% | +19.2% | +2.0% |
| 10Y | +82.6% | +133.8% | -51.2% | -24.5% |
| All | +61.2% | +205.8% | -144.6% | -40.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling