+22.5%
KORU vs STM
+92.4%
-69.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.1% | +0.8% | +5.3% |
| 7D | -24.3% | -6.0% | -18.3% | -15.6% |
| 30D | -54.2% | -20.9% | -33.3% | -29.5% |
| 3M | -45.4% | -15.8% | -29.7% | -22.0% |
| 6M | -66.5% | -17.0% | -49.4% | -31.3% |
| YTD | +14.9% | +76.8% | -61.9% | -12.8% |
| 1Y | +22.5% | +96.5% | -74.0% | -17.1% |
| All | +22.5% | +92.4% | -69.8% | -17.1% |
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