+82.9%
KORU vs TECH
+189.9%
-107.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +8.9% |
| 7D | -1.7% | -0.4% | -1.3% | -1.3% |
| 30D | +13.5% | 0.0% | +13.6% | +13.7% |
| 3M | -45.2% | +33.7% | -78.9% | -56.9% |
| 6M | +17.1% | +34.9% | -17.8% | -11.9% |
| YTD | +154.1% | +23.2% | +131.0% | +106.4% |
| 1Y | +375.7% | +36.3% | +339.4% | +250.0% |
| 3Y | +474.0% | +2.3% | +471.7% | +391.8% |
| 5Y | +60.4% | -42.9% | +103.3% | +139.9% |
| All | +82.9% | +189.9% | -107.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling