+11.8%
SCHD vs KORU
+8.0%
+3.8%
-3.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -12.5% | +12.2% | -0.4% |
| 7D | -3.1% | +2.3% | -5.4% | -3.1% |
| 30D | -0.8% | +20.0% | -20.8% | -0.7% |
| 3M | +6.2% | -32.7% | +38.9% | +6.2% |
| 6M | +11.8% | +13.3% | -1.5% | +9.4% |
| All | +11.8% | +8.0% | +3.8% | +9.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling