+482.2%
KORU vs STT
+75.3%
+406.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.2% | +13.3% | +13.1% |
| 7D | +13.0% | +0.5% | +12.5% | +12.3% |
| 30D | +27.3% | +3.9% | +23.4% | +18.7% |
| 3M | -55.3% | +20.0% | -75.2% | -66.7% |
| 6M | +11.6% | +55.3% | -43.7% | -42.0% |
| YTD | +158.5% | +53.3% | +105.2% | +35.1% |
| 1Y | +482.2% | +74.7% | +407.5% | +178.2% |
| All | +482.2% | +75.3% | +406.8% | +178.2% |
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