+93.9%
QQQ vs KORU
+43.7%
+50.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -12.5% | +11.5% | +0.7% |
| 7D | -1.3% | +2.3% | -3.6% | -1.8% |
| 30D | -1.4% | +20.0% | -21.4% | -5.1% |
| 3M | +2.3% | -32.7% | +35.0% | +0.3% |
| 6M | +16.9% | +13.3% | +3.6% | -4.7% |
| YTD | +15.6% | +133.2% | -117.6% | -21.8% |
| 1Y | +22.6% | +357.3% | -334.6% | -29.4% |
| 3Y | +93.5% | +452.7% | -359.1% | -3.3% |
| 5Y | +93.9% | +47.2% | +46.7% | +18.3% |
| All | +93.9% | +43.7% | +50.2% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling