+68.3%
KORU vs SBAC
-43.8%
+112.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.0% |
| 7D | +20.1% | +0.2% | +19.9% | +19.9% |
| 30D | +47.5% | +3.9% | +43.6% | +45.0% |
| 3M | -30.1% | -8.2% | -21.9% | -29.0% |
| 6M | +20.1% | -2.8% | +22.9% | +15.7% |
| YTD | +166.6% | -1.5% | +168.1% | +152.8% |
| 1Y | +458.9% | 0.0% | +458.9% | +423.1% |
| 3Y | +531.8% | -8.4% | +540.2% | +503.1% |
| All | +68.3% | -43.8% | +112.0% | +138.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling