+13.3%
KORU vs ROKU
+53.9%
-40.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.8% | -13.3% | -13.4% |
| 7D | +2.3% | -2.6% | +5.0% | +5.1% |
| 30D | +20.0% | +2.1% | +17.9% | +16.8% |
| 3M | -32.7% | +31.8% | -64.5% | -58.6% |
| 6M | +13.3% | +53.3% | -39.9% | -50.3% |
| All | +13.3% | +53.9% | -40.5% | -50.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling