+250.7%
TQQQ vs KORU
+478.8%
-228.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.0% | -6.4% | -0.5% |
| 7D | -1.9% | -1.7% | -0.2% | -1.7% |
| 30D | -4.9% | +13.5% | -18.4% | -11.3% |
| 3M | -6.4% | -45.2% | +38.8% | +0.4% |
| 6M | +44.4% | +17.1% | +27.3% | -6.2% |
| YTD | +35.2% | +154.1% | -119.0% | -46.7% |
| 1Y | +49.5% | +375.7% | -326.2% | -59.4% |
| 3Y | +250.7% | +474.0% | -223.3% | -27.4% |
| All | +250.7% | +478.8% | -228.1% | -27.4% |
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