+2,941.1%
SHOP vs KORU
+76.6%
+2,864.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -12.5% | +12.4% | +2.5% |
| 7D | -13.2% | +2.3% | -15.5% | -14.1% |
| 30D | -17.0% | +20.0% | -37.1% | -21.9% |
| 3M | +17.0% | -32.7% | +49.7% | +9.3% |
| 6M | -2.1% | +13.3% | -15.5% | -33.7% |
| YTD | -21.4% | +133.2% | -154.6% | -60.6% |
| 1Y | -11.0% | +357.3% | -368.2% | -64.8% |
| 3Y | +100.9% | +452.7% | -351.7% | -33.1% |
| 5Y | -14.7% | +47.2% | -61.9% | -61.7% |
| All | +2,941.1% | +76.6% | +2,864.4% | +897.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling