+22.5%
KORU vs SBAC
+2.4%
+20.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.8% | -11.1% | -3.0% |
| 7D | -24.3% | +5.8% | -30.1% | -22.4% |
| 30D | -54.2% | +20.8% | -75.0% | -50.7% |
| 3M | -45.4% | +4.8% | -50.2% | -44.2% |
| 6M | -66.5% | -9.1% | -57.3% | -64.5% |
| YTD | +14.9% | +3.1% | +11.8% | +32.0% |
| 1Y | +22.5% | +2.2% | +20.4% | +43.6% |
| All | +22.5% | +2.4% | +20.2% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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