0.0%
SHOP vs KORU
+487.7%
-487.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +13.4% | -14.0% | -1.1% |
| 7D | -5.1% | +13.0% | -18.1% | -5.6% |
| 30D | +0.6% | +27.3% | -26.7% | -0.7% |
| 3M | +25.0% | -55.3% | +80.3% | +27.2% |
| 6M | +11.9% | +11.6% | +0.3% | -2.0% |
| YTD | -9.9% | +158.5% | -168.4% | -37.7% |
| 1Y | 0.0% | +482.2% | -482.2% | -46.2% |
| All | 0.0% | +487.7% | -487.8% | -46.2% |
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 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