+1,044.6%
QQQ vs KORU
+35.0%
+1,009.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.3% |
| 7D | +1.5% | +24.3% | -22.8% | -2.1% |
| 30D | -0.6% | +37.3% | -38.0% | -6.8% |
| 3M | +0.4% | -32.8% | +33.2% | -1.6% |
| 6M | +20.1% | +36.9% | -16.9% | -5.7% |
| YTD | +17.2% | +162.6% | -145.4% | -21.4% |
| 1Y | +24.7% | +467.0% | -442.3% | -29.0% |
| 3Y | +96.2% | +522.4% | -426.2% | +1.1% |
| 5Y | +94.4% | +57.9% | +36.5% | +19.6% |
| 10Y | +556.7% | +70.8% | +485.9% | +230.9% |
| All | +1,044.6% | +35.0% | +1,009.6% | +451.9% |
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