+15.9%
KORU vs ROKU
+880.6%
-864.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.4% | +8.8% |
| 7D | -1.7% | -0.4% | -1.3% | -1.6% |
| 30D | +13.5% | +2.1% | +11.5% | +12.8% |
| 3M | -45.2% | +29.5% | -74.7% | -50.1% |
| 6M | +17.1% | +53.8% | -36.7% | +4.3% |
| YTD | +154.1% | +42.8% | +111.3% | +131.4% |
| 1Y | +375.7% | +60.7% | +314.9% | +320.4% |
| 3Y | +474.0% | +83.9% | +390.1% | +367.2% |
| 5Y | +60.4% | -52.8% | +113.2% | +56.2% |
| All | +15.9% | +880.6% | -864.7% | -4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling