-4.9%
SHOP vs KORU
+20.3%
-25.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -5.3% | +12.6% | +7.5% |
| 7D | -9.0% | -24.3% | +15.3% | -8.3% |
| 30D | -4.4% | -54.2% | +49.8% | -2.5% |
| 3M | +24.1% | -45.4% | +69.6% | +25.5% |
| 6M | +20.0% | -66.5% | +86.4% | +18.4% |
| YTD | -4.9% | +14.9% | -19.8% | -25.2% |
| 1Y | -4.9% | +22.5% | -27.5% | -26.5% |
| All | -4.9% | +20.3% | -25.3% | -26.5% |
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 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