-55.3%
KORU vs TECH
+398.3%
-453.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -5.0% |
| 7D | +24.3% | +0.2% | +24.1% | +24.1% |
| 30D | -44.8% | +0.5% | -45.3% | -45.0% |
| 3M | -60.0% | +1.0% | -61.0% | -60.3% |
| 6M | -78.7% | +54.1% | -132.7% | -84.7% |
| YTD | -10.6% | +24.4% | -34.9% | -27.2% |
| 1Y | -3.8% | +19.3% | -23.1% | -19.4% |
| 3Y | +142.0% | +28.5% | +113.4% | +71.6% |
| 5Y | -33.1% | -41.0% | +7.9% | -5.2% |
| 10Y | -18.5% | +189.3% | -207.8% | -68.2% |
| All | -55.3% | +398.3% | -453.6% | -87.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling