+125.3%
LITE vs KORU
-12.1%
+137.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.5% | 0.0% |
| 7D | -13.9% | -34.5% | +20.6% | -3.7% |
| 30D | -46.9% | -59.6% | +12.7% | -32.8% |
| 3M | -28.0% | -56.1% | +28.0% | -12.6% |
| 6M | -35.2% | -84.7% | +49.5% | -12.3% |
| YTD | +58.9% | -20.6% | +79.4% | +19.9% |
| 1Y | +125.3% | -13.9% | +139.2% | +58.5% |
| All | +125.3% | -12.1% | +137.4% | +58.5% |
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