+8,434.7%
SHOP vs KORU
+32.1%
+8,402.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +13.4% | -14.0% | -3.4% |
| 7D | -5.1% | +13.0% | -18.1% | -7.8% |
| 30D | +0.6% | +27.3% | -26.7% | -6.5% |
| 3M | +25.0% | -55.3% | +80.3% | +25.9% |
| 6M | +11.9% | +11.6% | +0.3% | -23.4% |
| YTD | -9.9% | +158.5% | -168.4% | -54.8% |
| 1Y | 0.0% | +482.2% | -482.2% | -61.8% |
| 3Y | +117.5% | +471.9% | -354.4% | -24.7% |
| 5Y | -6.6% | +41.1% | -47.8% | -56.2% |
| 10Y | +3,320.3% | +80.2% | +3,240.1% | +1,078.5% |
| All | +8,434.7% | +32.1% | +8,402.6% | +1,935.4% |
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 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