+708.1%
STX vs KORU
+165.3%
+542.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +18.4% | -8.5% | +5.3% |
| 7D | -1.0% | -18.1% | +17.2% | +2.8% |
| 30D | -26.8% | -45.7% | +19.0% | -16.7% |
| 3M | -32.7% | -51.6% | +18.9% | -23.9% |
| 6M | -33.7% | -82.6% | +48.9% | -17.0% |
| YTD | +101.0% | -5.9% | +106.9% | +49.9% |
| 1Y | +92.7% | +3.3% | +89.4% | +39.8% |
| All | +708.1% | +165.3% | +542.8% | +331.2% |
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 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