+45.6%
SHOP vs KORU
-82.1%
+127.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +18.4% | -16.6% | +1.1% |
| 7D | -2.5% | -18.1% | +15.7% | -2.2% |
| 30D | -16.7% | -45.7% | +29.0% | -15.9% |
| 3M | -2.2% | -51.6% | +49.4% | -1.1% |
| 6M | +45.6% | -82.6% | +128.2% | +48.4% |
| All | +45.6% | -82.1% | +127.7% | +48.4% |
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