+3,068.2%
LITE vs KORU
-39.0%
+3,107.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.8% | -0.2% | +4.1% |
| 7D | -35.9% | -35.0% | -0.9% | -28.4% |
| 30D | -51.5% | -65.5% | +14.0% | -36.1% |
| 3M | -35.7% | -58.9% | +23.2% | -21.0% |
| 6M | -43.0% | -83.5% | +40.6% | -24.4% |
| YTD | +46.1% | -23.9% | +70.0% | +16.1% |
| 1Y | +124.7% | -12.4% | +137.1% | +71.4% |
| 3Y | +1,172.1% | +82.1% | +1,090.0% | +639.8% |
| 5Y | +477.0% | -42.6% | +519.7% | +301.5% |
| 10Y | +1,465.7% | -37.4% | +1,503.1% | +793.4% |
| All | +3,068.2% | -39.0% | +3,107.1% | +1,693.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling