+482.2%
KORU vs SAP
-19.8%
+502.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +13.1% |
| 7D | +13.0% | -2.9% | +15.9% | +11.6% |
| 30D | +27.3% | +9.0% | +18.3% | +32.1% |
| 3M | -55.3% | +14.9% | -70.2% | -44.3% |
| 6M | +11.6% | +11.9% | -0.3% | +39.8% |
| YTD | +158.5% | -9.9% | +168.4% | +240.6% |
| 1Y | +482.2% | -19.5% | +501.7% | +706.2% |
| All | +482.2% | -19.8% | +502.0% | +706.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SAP.
Daily Out/Under-Performance
Portfolio return minus SAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAP 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 1y: compounded portfolio wealth divided by compounded SAP 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…
1y analysis · Full analysis span regression · 6 months rolling