+50.7%
LLY vs KORU
+452.6%
-402.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.2% |
| 7D | -3.1% | +24.3% | -27.4% | -3.1% |
| 30D | -5.1% | +37.3% | -42.4% | -5.2% |
| 3M | -2.1% | -32.8% | +30.7% | -1.9% |
| 6M | +13.8% | +36.9% | -23.1% | +8.0% |
| YTD | +5.1% | +162.6% | -157.5% | -3.2% |
| All | +50.7% | +452.6% | -402.0% | +23.4% |
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