+82.9%
KORU vs SCCO
+1,104.1%
-1,021.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.4% |
| 7D | -1.7% | -2.7% | +0.9% | +1.9% |
| 30D | +13.5% | -0.7% | +14.3% | +14.8% |
| 3M | -45.2% | +8.1% | -53.3% | -46.1% |
| 6M | +17.1% | +4.1% | +13.0% | +42.5% |
| YTD | +154.1% | +41.1% | +113.0% | +126.1% |
| 1Y | +375.7% | +95.6% | +280.1% | +193.7% |
| 3Y | +474.0% | +179.3% | +294.8% | +126.1% |
| 5Y | +60.4% | +308.3% | -247.9% | -59.6% |
| All | +82.9% | +1,104.1% | -1,021.1% | -81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 10y: compounded portfolio wealth divided by compounded SCCO 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…
10y analysis · Full analysis span regression · 6 months rolling