+467.0%
KORU vs STLD
+80.8%
+386.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.4% |
| 7D | +24.3% | +2.7% | +21.6% | +20.1% |
| 30D | +37.3% | -8.4% | +45.8% | +51.0% |
| 3M | -32.8% | -9.9% | -22.9% | -26.1% |
| 6M | +36.9% | +33.0% | +3.9% | -0.6% |
| YTD | +162.6% | +42.6% | +120.0% | +81.2% |
| 1Y | +467.0% | +80.8% | +386.3% | +240.8% |
| All | +467.0% | +80.8% | +386.2% | +240.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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