+1,533.3%
LITE vs KORU
-28.2%
+1,561.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +11.3% | -0.6% | +7.4% |
| 7D | -12.9% | -25.8% | +13.0% | -5.9% |
| 30D | -46.0% | -56.9% | +11.0% | -32.2% |
| 3M | -33.0% | -55.7% | +22.7% | -18.7% |
| 6M | -34.0% | -83.7% | +49.6% | -11.0% |
| YTD | +61.7% | -15.3% | +77.0% | +21.2% |
| 1Y | +148.3% | +3.4% | +144.9% | +75.2% |
| 3Y | +1,408.5% | +133.8% | +1,274.7% | +677.1% |
| 5Y | +546.2% | -35.4% | +581.5% | +319.2% |
| 10Y | +1,533.3% | -27.3% | +1,560.6% | +715.3% |
| All | +1,533.3% | -28.2% | +1,561.5% | +715.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling