+232.7%
LITE vs KORU
+20.3%
+212.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -5.3% | -2.6% | -6.4% |
| 7D | -31.4% | -24.3% | -7.1% | -26.0% |
| 30D | -42.6% | -54.2% | +11.6% | -29.9% |
| 3M | -26.2% | -45.4% | +19.2% | -15.5% |
| 6M | -35.8% | -66.5% | +30.7% | -29.6% |
| YTD | +70.0% | +14.9% | +55.1% | +17.1% |
| 1Y | +232.7% | +22.5% | +210.2% | +120.3% |
| All | +232.7% | +20.3% | +212.4% | +120.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 1y: compounded portfolio wealth divided by compounded KORU 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…
1y analysis · Full analysis span regression · 6 months rolling