-2.7%
LQD vs KORU
+385.0%
-387.6%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.0% | -9.0% | -0.2% |
| 7D | -1.1% | -1.7% | +0.6% | -1.1% |
| 30D | -1.3% | +13.5% | -14.8% | -1.5% |
| 3M | -3.2% | -45.2% | +42.0% | -3.1% |
| 6M | -2.1% | +17.1% | -19.3% | -4.1% |
| YTD | -2.4% | +154.1% | -156.5% | -5.0% |
| 1Y | -2.7% | +375.7% | -378.3% | -6.2% |
| All | -2.7% | +385.0% | -387.6% | -6.2% |
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