+502.1%
KORU vs TECH
+1.4%
+500.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +20.1% | -0.1% | +20.2% | +20.1% |
| 30D | +47.5% | +0.3% | +47.2% | +47.3% |
| 3M | -30.1% | +32.9% | -63.0% | -40.5% |
| 6M | +20.1% | +32.1% | -11.9% | +0.7% |
| YTD | +166.6% | +23.4% | +143.2% | +132.3% |
| 1Y | +458.9% | +34.1% | +424.9% | +359.3% |
| All | +502.1% | +1.4% | +500.7% | +469.6% |
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 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