+482.2%
KORU vs STM
+107.3%
+374.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.9% | +11.6% | +10.4% |
| 7D | +13.0% | +5.8% | +7.2% | +3.8% |
| 30D | +27.3% | -1.0% | +28.3% | +31.5% |
| 3M | -55.3% | -33.3% | -22.0% | +5.1% |
| 6M | +11.6% | +57.4% | -45.8% | -4.7% |
| YTD | +158.5% | +102.2% | +56.4% | +82.8% |
| 1Y | +482.2% | +99.6% | +382.6% | +300.6% |
| All | +482.2% | +107.3% | +374.9% | +300.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 STM 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