+16.6%
KORU vs SCHW
+639.5%
-622.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.7% | -13.3% | -13.1% |
| 7D | +2.3% | -2.8% | +5.1% | +4.2% |
| 30D | +20.0% | -0.1% | +20.1% | +19.2% |
| 3M | -32.7% | +20.6% | -53.3% | -44.1% |
| 6M | +13.3% | +15.9% | -2.6% | -4.5% |
| YTD | +133.2% | +8.5% | +124.7% | +106.7% |
| 1Y | +357.3% | +17.8% | +339.4% | +278.5% |
| 3Y | +452.7% | +88.5% | +364.1% | +206.6% |
| 5Y | +47.2% | +60.6% | -13.4% | -13.3% |
| 10Y | +67.6% | +298.0% | -230.5% | -49.4% |
| All | +16.6% | +639.5% | -622.8% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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