+162.6%
KORU vs TECH
+29.5%
+133.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | 0.0% | +18.5% | +18.5% |
| 7D | -18.1% | +0.1% | -18.2% | -18.1% |
| 30D | -45.7% | +0.3% | -46.1% | -45.8% |
| 3M | -51.6% | +1.0% | -52.6% | -51.8% |
| 6M | -82.6% | +54.0% | -136.6% | -86.2% |
| YTD | -5.9% | +24.3% | -30.2% | -18.0% |
| 1Y | +3.3% | +23.7% | -20.4% | -10.1% |
| All | +162.6% | +29.5% | +133.1% | +102.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling