-11.0%
SHOP vs KORU
+362.6%
-373.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -12.5% | +12.4% | +0.4% |
| 7D | -13.2% | +2.3% | -15.5% | -13.4% |
| 30D | -17.0% | +20.0% | -37.1% | -17.9% |
| 3M | +17.0% | -32.7% | +49.7% | +15.5% |
| 6M | -2.1% | +13.3% | -15.5% | -14.8% |
| YTD | -21.4% | +133.2% | -154.6% | -45.8% |
| 1Y | -11.0% | +357.3% | -368.2% | -52.0% |
| All | -11.0% | +362.6% | -373.5% | -52.0% |
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