+375.7%
KORU vs SBAC
-2.5%
+378.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.2% | +6.7% | +9.8% |
| 7D | -1.7% | -2.1% | +0.4% | -2.8% |
| 30D | +13.5% | +2.0% | +11.5% | +14.2% |
| 3M | -45.2% | -8.3% | -36.9% | -44.4% |
| 6M | +17.1% | +0.3% | +16.8% | +25.5% |
| YTD | +154.1% | -2.2% | +156.3% | +179.7% |
| 1Y | +375.7% | -4.6% | +380.3% | +474.3% |
| All | +375.7% | -2.5% | +378.1% | +474.3% |
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