+562.5%
LITE vs KORU
-38.2%
+600.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.4% | +0.9% | -2.8% |
| 7D | +10.8% | +11.1% | -0.4% | +7.3% |
| 30D | -33.4% | -40.6% | +7.2% | -23.6% |
| 3M | -32.2% | -63.9% | +31.7% | -12.5% |
| 6M | -42.1% | -82.8% | +40.7% | -22.1% |
| YTD | +61.9% | -15.4% | +77.3% | +16.3% |
| 1Y | +163.0% | -3.3% | +166.3% | +80.2% |
| 3Y | +1,358.0% | +136.2% | +1,221.9% | +590.5% |
| All | +562.5% | -38.2% | +600.6% | +297.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling