+30.3%
SCHD vs KORU
+487.7%
-457.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +13.4% | -14.2% | -0.8% |
| 7D | -0.3% | +13.0% | -13.3% | -0.3% |
| 30D | +3.4% | +27.3% | -23.8% | +3.4% |
| 3M | +7.6% | -55.3% | +62.9% | +8.1% |
| 6M | +12.2% | +11.6% | +0.6% | +9.8% |
| YTD | +29.0% | +158.5% | -129.6% | +24.0% |
| 1Y | +30.3% | +482.2% | -451.9% | +25.0% |
| All | +30.3% | +487.7% | -457.4% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling