+152.0%
QQQM vs KORU
+162.5%
-10.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +9.0% | -8.1% | -0.4% |
| 7D | -0.6% | -1.7% | +1.1% | -0.5% |
| 30D | -1.2% | +13.5% | -14.7% | -4.1% |
| 3M | -0.1% | -45.2% | +45.1% | +1.8% |
| 6M | +18.0% | +17.1% | +0.8% | -3.7% |
| YTD | +16.7% | +154.1% | -137.4% | -21.2% |
| 1Y | +23.0% | +375.7% | -352.6% | -28.1% |
| 3Y | +93.3% | +474.0% | -380.7% | -0.9% |
| 5Y | +96.3% | +60.4% | +35.9% | +17.6% |
| All | +152.0% | +162.5% | -10.5% | +25.5% |
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