+8,680.0%
SHOP vs KORU
-51.9%
+8,731.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +18.4% | -16.6% | -2.0% |
| 7D | -2.5% | -18.1% | +15.7% | -0.6% |
| 30D | -16.7% | -45.7% | +29.0% | -9.0% |
| 3M | -2.2% | -51.6% | +49.4% | +4.9% |
| 6M | +45.6% | -82.6% | +128.2% | +60.8% |
| YTD | -7.3% | -5.9% | -1.4% | -46.0% |
| 1Y | -6.1% | +3.3% | -9.4% | -47.2% |
| 3Y | +143.3% | +154.5% | -11.2% | -7.1% |
| 5Y | +0.2% | -26.6% | +26.7% | -49.3% |
| 10Y | +3,663.5% | -14.3% | +3,677.7% | +1,335.0% |
| All | +8,680.0% | -51.9% | +8,731.9% | +2,332.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling