+1,144.9%
STX vs KORU
+55.4%
+1,089.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.6% | +4.9% | +6.1% |
| 7D | +10.7% | +24.3% | -13.6% | +4.9% |
| 30D | +11.3% | +37.3% | -26.1% | +1.8% |
| 3M | +3.2% | -32.8% | +36.0% | +3.3% |
| 6M | +157.0% | +36.9% | +120.1% | +90.4% |
| YTD | +229.2% | +162.6% | +66.6% | +100.4% |
| 1Y | +381.8% | +467.0% | -85.2% | +140.3% |
| 3Y | +1,383.2% | +522.4% | +860.8% | +549.4% |
| 5Y | +1,144.9% | +57.9% | +1,087.0% | +582.3% |
| All | +1,144.9% | +55.4% | +1,089.5% | +582.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling