+433.3%
META vs KORU
-13.5%
+446.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +18.4% | -20.4% | -4.8% |
| 7D | -0.2% | -18.1% | +17.9% | +1.1% |
| 30D | -15.4% | -45.7% | +30.4% | -9.7% |
| 3M | +5.0% | -51.6% | +56.6% | +10.8% |
| 6M | +5.2% | -82.6% | +87.8% | +13.8% |
| YTD | -4.5% | -5.9% | +1.4% | -34.7% |
| 1Y | +0.6% | +3.3% | -2.7% | -33.2% |
| 3Y | +93.1% | +154.5% | -61.4% | -6.2% |
| 5Y | +93.7% | -26.6% | +120.3% | +14.2% |
| 10Y | +433.3% | -14.3% | +447.6% | +155.6% |
| All | +433.3% | -13.5% | +446.8% | +155.6% |
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