+11.9%
SHOP vs KORU
+24.7%
-12.8%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +13.4% | -14.0% | -0.8% |
| 7D | -5.1% | +13.0% | -18.1% | -5.4% |
| 30D | +0.6% | +27.3% | -26.7% | -0.1% |
| 3M | +25.0% | -55.3% | +80.3% | +26.9% |
| 6M | +11.9% | +11.6% | +0.3% | +0.5% |
| All | +11.9% | +24.7% | -12.8% | +0.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling