+2,496.3%
LLY vs KORU
+32.9%
+2,463.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.4% | -14.3% | -1.7% |
| 7D | -2.1% | +13.0% | -15.1% | -3.0% |
| 30D | -1.6% | +27.3% | -28.9% | -3.7% |
| 3M | +2.3% | -55.3% | +57.6% | +3.0% |
| 6M | +14.9% | +11.6% | +3.3% | +3.5% |
| YTD | +7.5% | +158.5% | -151.1% | -11.5% |
| 1Y | +55.7% | +482.2% | -426.5% | +18.1% |
| 3Y | +110.6% | +471.9% | -361.3% | +53.2% |
| 5Y | +363.4% | +41.1% | +322.3% | +267.7% |
| 10Y | +1,649.0% | +80.2% | +1,568.8% | +1,097.4% |
| All | +2,496.3% | +32.9% | +2,463.4% | +1,625.1% |
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 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