+2,183.6%
META vs KORU
-54.0%
+2,237.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.1% | -0.1% |
| 7D | +3.1% | +24.3% | -21.3% | -0.7% |
| 30D | -18.2% | -44.8% | +26.6% | -13.0% |
| 3M | +7.8% | -60.0% | +67.9% | +17.5% |
| 6M | +3.6% | -78.7% | +82.3% | +8.4% |
| YTD | -5.3% | -10.6% | +5.3% | -33.0% |
| 1Y | +2.7% | -3.8% | +6.5% | -28.9% |
| 3Y | +91.5% | +142.0% | -50.5% | -1.0% |
| 5Y | +84.7% | -33.1% | +117.8% | +15.0% |
| 10Y | +429.0% | -18.5% | +447.4% | +164.8% |
| All | +2,183.6% | -54.0% | +2,237.6% | +1,027.0% |
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