+357.3%
KORU vs STZ
-12.7%
+370.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.9% | -14.4% | -11.6% |
| 7D | +2.3% | -4.1% | +6.4% | +0.6% |
| 30D | +20.0% | -7.6% | +27.6% | +16.1% |
| 3M | -32.7% | -12.3% | -20.4% | -34.4% |
| 6M | +13.3% | -16.3% | +29.6% | +12.0% |
| YTD | +133.2% | -8.4% | +141.6% | +109.1% |
| 1Y | +357.3% | -10.8% | +368.1% | +311.5% |
| All | +357.3% | -12.7% | +370.0% | +311.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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