-10.8%
SHOP vs KORU
+63.9%
-74.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +1.6% | -9.2% | -7.9% |
| 7D | -4.1% | +24.3% | -28.4% | -8.6% |
| 30D | -11.5% | +37.3% | -48.9% | -18.8% |
| 3M | +21.1% | -32.8% | +53.8% | +14.0% |
| 6M | +3.0% | +36.9% | -33.9% | -37.5% |
| YTD | -16.7% | +162.6% | -179.3% | -64.9% |
| 1Y | -8.3% | +467.0% | -475.3% | -73.1% |
| 3Y | +112.8% | +522.4% | -409.5% | -50.2% |
| All | -10.8% | +63.9% | -74.8% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling