+502.1%
KORU vs STZ
-49.9%
+552.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | +20.1% | -6.0% | +26.1% | +21.5% |
| 30D | +47.5% | -8.9% | +56.3% | +49.6% |
| 3M | -30.1% | -12.6% | -17.5% | -28.7% |
| 6M | +20.1% | -17.2% | +37.3% | +23.7% |
| YTD | +166.6% | -10.0% | +176.6% | +153.6% |
| 1Y | +458.9% | -14.3% | +473.2% | +446.0% |
| All | +502.1% | -49.9% | +552.1% | +696.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling