+263.7%
QCOM vs KORU
+70.2%
+193.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +2.8% |
| 7D | +5.1% | +24.3% | -19.2% | -0.1% |
| 30D | +4.3% | +37.3% | -33.1% | -4.7% |
| 3M | -19.6% | -32.8% | +13.2% | -21.2% |
| 6M | +29.5% | +36.9% | -7.4% | -4.9% |
| YTD | +3.4% | +162.6% | -159.3% | -39.1% |
| 1Y | +10.9% | +467.0% | -456.1% | -47.8% |
| 3Y | +74.8% | +522.4% | -447.6% | -27.3% |
| 5Y | +36.2% | +57.9% | -21.7% | -27.4% |
| 10Y | +263.7% | +70.8% | +193.0% | +57.7% |
| All | +263.7% | +70.2% | +193.6% | +57.7% |
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