+357.3%
KORU vs STT
+75.2%
+282.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.3% | -12.2% | -12.0% |
| 7D | +2.3% | -1.4% | +3.7% | +5.0% |
| 30D | +20.0% | +2.2% | +17.8% | +15.1% |
| 3M | -32.7% | +18.8% | -51.5% | -49.7% |
| 6M | +13.3% | +57.9% | -44.6% | -42.8% |
| YTD | +133.2% | +51.0% | +82.2% | +23.1% |
| 1Y | +357.3% | +77.1% | +280.1% | +118.0% |
| All | +357.3% | +75.2% | +282.1% | +118.0% |
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