+357.3%
KORU vs STM
+96.2%
+261.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.6% | -10.9% | -10.0% |
| 7D | +2.3% | -1.1% | +3.4% | +4.7% |
| 30D | +20.0% | -7.8% | +27.8% | +39.8% |
| 3M | -32.7% | -28.2% | -4.5% | +34.3% |
| 6M | +13.3% | +52.0% | -38.6% | +1.4% |
| YTD | +133.2% | +96.4% | +36.8% | +70.5% |
| 1Y | +357.3% | +98.8% | +258.4% | +204.2% |
| All | +357.3% | +96.2% | +261.1% | +204.2% |
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