+2,248.7%
META vs KORU
-59.2%
+2,307.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.2% | +6.2% | +1.0% |
| 7D | +3.3% | -34.5% | +37.8% | +8.5% |
| 30D | -10.8% | -59.6% | +48.9% | -0.4% |
| 3M | +7.9% | -56.1% | +64.0% | +15.8% |
| 6M | +5.4% | -84.7% | +90.1% | +16.4% |
| YTD | -2.6% | -20.6% | +18.0% | -29.6% |
| 1Y | +1.9% | -13.9% | +15.8% | -28.1% |
| 3Y | +97.0% | +114.9% | -17.9% | +4.0% |
| 5Y | +97.6% | -36.0% | +133.6% | +24.0% |
| 10Y | +436.0% | -27.8% | +463.9% | +174.2% |
| All | +2,248.7% | -59.2% | +2,307.9% | +1,084.1% |
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