+31.4%
KORU vs TECH
+394.7%
-363.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.7% |
| 7D | +24.3% | +0.2% | +24.1% | +24.1% |
| 30D | +37.3% | +0.1% | +37.2% | +37.3% |
| 3M | -32.8% | +37.5% | -70.3% | -47.5% |
| 6M | +36.9% | +34.6% | +2.3% | +4.8% |
| YTD | +162.6% | +23.5% | +139.1% | +114.8% |
| 1Y | +467.0% | +34.4% | +432.6% | +326.0% |
| 3Y | +522.4% | +2.3% | +520.1% | +440.4% |
| 5Y | +57.9% | -41.7% | +99.6% | +124.4% |
| 10Y | +70.8% | +177.6% | -106.9% | -31.5% |
| All | +31.4% | +394.7% | -363.3% | -61.9% |
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