+3,476.8%
STX vs KORU
+76.6%
+3,400.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -12.5% | +9.9% | +0.2% |
| 7D | +8.0% | +2.3% | +5.7% | +7.2% |
| 30D | +5.1% | +20.0% | -14.9% | -0.3% |
| 3M | +5.8% | -32.7% | +38.5% | +6.1% |
| 6M | +124.9% | +13.3% | +111.6% | +80.5% |
| YTD | +213.9% | +133.2% | +80.7% | +108.4% |
| 1Y | +350.4% | +357.3% | -6.9% | +155.3% |
| 3Y | +1,314.2% | +452.7% | +861.6% | +602.7% |
| 5Y | +1,092.8% | +47.2% | +1,045.6% | +616.0% |
| All | +3,476.8% | +76.6% | +3,400.2% | +1,648.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling