+2,108.4%
STX vs KORU
-13.5%
+2,121.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +18.4% | -8.5% | +5.6% |
| 7D | -1.0% | -18.1% | +17.2% | +2.6% |
| 30D | -26.8% | -45.7% | +19.0% | -17.2% |
| 3M | -32.7% | -51.6% | +18.9% | -24.3% |
| 6M | -33.7% | -82.6% | +48.9% | -17.7% |
| YTD | +101.0% | -5.9% | +106.9% | +58.0% |
| 1Y | +92.7% | +3.3% | +89.4% | +47.9% |
| 3Y | +708.7% | +154.5% | +554.2% | +367.2% |
| 5Y | +504.0% | -26.6% | +530.6% | +313.3% |
| 10Y | +2,108.4% | -14.3% | +2,122.6% | +1,173.2% |
| All | +2,108.4% | -13.5% | +2,121.8% | +1,173.2% |
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