+2,469.3%
STX vs KORU
-54.0%
+2,523.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.7% | -0.1% |
| 7D | +16.8% | +24.3% | -7.5% | +11.0% |
| 30D | -27.0% | -44.8% | +17.8% | -18.0% |
| 3M | -37.9% | -60.0% | +22.2% | -27.2% |
| 6M | -32.5% | -78.7% | +46.2% | -19.6% |
| YTD | +98.6% | -10.6% | +109.1% | +59.5% |
| 1Y | +93.6% | -3.8% | +97.4% | +52.6% |
| 3Y | +699.1% | +142.0% | +557.1% | +376.0% |
| 5Y | +481.0% | -33.1% | +514.1% | +312.6% |
| 10Y | +2,082.0% | -18.5% | +2,100.5% | +1,094.2% |
| All | +2,469.3% | -54.0% | +2,523.3% | +1,298.2% |
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 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