+1,563.7%
LITE vs KORU
+482.6%
+1,081.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +13.4% | -9.4% | 0.0% |
| 7D | -1.5% | +13.0% | -14.5% | -5.3% |
| 30D | +6.7% | +27.3% | -20.6% | -1.8% |
| 3M | -6.8% | -55.3% | +48.5% | +1.4% |
| 6M | +29.4% | +11.6% | +17.8% | -8.2% |
| YTD | +139.1% | +158.5% | -19.5% | +16.5% |
| 1Y | +521.0% | +482.2% | +38.8% | +117.6% |
| All | +1,563.7% | +482.6% | +1,081.1% | +382.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling