+3,899.5%
STX vs KORU
+32.9%
+3,866.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +13.4% | -7.1% | +3.3% |
| 7D | +2.4% | +13.0% | -10.6% | -0.6% |
| 30D | +1.4% | +27.3% | -25.9% | -5.1% |
| 3M | -8.2% | -55.3% | +47.1% | -1.8% |
| 6M | +127.0% | +11.6% | +115.4% | +83.0% |
| YTD | +209.1% | +158.5% | +50.6% | +103.3% |
| 1Y | +365.4% | +482.2% | -116.7% | +154.7% |
| 3Y | +1,135.4% | +471.9% | +663.5% | +521.6% |
| 5Y | +991.5% | +41.1% | +950.4% | +571.5% |
| 10Y | +3,695.8% | +80.2% | +3,615.6% | +1,675.0% |
| All | +3,899.5% | +32.9% | +3,866.6% | +1,681.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling