+22.5%
KORU vs STT
+53.6%
-31.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.2% | -7.4% | -10.1% |
| 7D | -24.3% | -0.1% | -24.2% | -23.9% |
| 30D | -54.2% | -1.7% | -52.5% | -51.7% |
| 3M | -45.4% | -6.4% | -39.1% | -35.7% |
| 6M | -66.5% | +17.7% | -84.1% | -73.0% |
| YTD | +14.9% | +36.9% | -22.0% | -30.9% |
| 1Y | +22.5% | +52.0% | -29.5% | -39.2% |
| All | +22.5% | +53.6% | -31.0% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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