+1,580.3%
LLY vs KORU
+81.6%
+1,498.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | -3.1% | +20.1% | -23.2% | -4.2% |
| 30D | -8.6% | +47.5% | -56.1% | -11.2% |
| 3M | -1.6% | -30.1% | +28.4% | -3.1% |
| 6M | +11.8% | +20.1% | -8.3% | +0.5% |
| YTD | +5.1% | +166.6% | -161.5% | -13.6% |
| 1Y | +50.7% | +458.9% | -408.2% | +14.6% |
| 3Y | +95.7% | +531.8% | -436.1% | +40.8% |
| 5Y | +390.2% | +67.7% | +322.5% | +283.4% |
| 10Y | +1,580.3% | +91.6% | +1,488.8% | +1,072.8% |
| All | +1,580.3% | +81.6% | +1,498.7% | +1,072.8% |
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