+386.8%
SCHD vs KORU
+37.0%
+349.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.1% |
| 7D | -2.6% | +20.1% | -22.7% | -4.4% |
| 30D | -0.3% | +47.5% | -47.8% | -4.7% |
| 3M | +6.1% | -30.1% | +36.1% | +3.6% |
| 6M | +11.7% | +20.1% | -8.4% | -4.7% |
| YTD | +26.3% | +166.6% | -140.3% | -5.2% |
| 1Y | +28.8% | +458.9% | -430.2% | -13.9% |
| 3Y | +55.0% | +531.8% | -476.7% | -4.7% |
| 5Y | +60.0% | +67.7% | -7.6% | +11.4% |
| 10Y | +243.1% | +91.6% | +151.6% | +96.7% |
| All | +386.8% | +37.0% | +349.8% | +172.2% |
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