+2,259.5%
LITE vs KORU
+63.1%
+2,196.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +13.4% | -9.4% | +0.2% |
| 7D | -1.5% | +13.0% | -14.5% | -5.1% |
| 30D | +6.7% | +27.3% | -20.6% | -1.3% |
| 3M | -6.8% | -55.3% | +48.5% | +1.6% |
| 6M | +29.4% | +11.6% | +17.8% | -2.8% |
| YTD | +139.1% | +158.5% | -19.5% | +34.7% |
| 1Y | +521.0% | +482.2% | +38.8% | +173.5% |
| 3Y | +1,535.3% | +471.9% | +1,063.4% | +564.9% |
| 5Y | +889.8% | +41.1% | +848.7% | +424.0% |
| All | +2,259.5% | +63.1% | +2,196.4% | +834.3% |
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