-25.1%
KORU vs ROKU
+50.4%
-75.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -1.5% | -35.9% | -36.0% |
| 7D | -48.7% | +2.6% | -51.3% | -49.4% |
| 30D | -68.9% | +5.5% | -74.4% | -70.4% |
| 3M | -64.6% | +9.1% | -73.7% | -67.6% |
| 6M | -82.2% | +28.9% | -111.1% | -86.5% |
| YTD | -28.1% | +47.8% | -75.9% | -56.0% |
| 1Y | -25.1% | +51.8% | -76.9% | -55.9% |
| All | -25.1% | +50.4% | -75.5% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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