+1,376.8%
STX vs KORU
+507.1%
+869.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.6% | -2.4% |
| 7D | +9.6% | +20.1% | -10.5% | +4.8% |
| 30D | +10.6% | +47.5% | -36.9% | -0.3% |
| 3M | +4.8% | -30.1% | +34.9% | +3.9% |
| 6M | +137.3% | +20.1% | +117.1% | +83.5% |
| YTD | +222.5% | +166.6% | +55.9% | +98.8% |
| 1Y | +366.2% | +458.9% | -92.7% | +141.7% |
| All | +1,376.8% | +507.1% | +869.7% | +587.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling