+56.9%
KORU vs SCCO
+303.5%
-246.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.4% |
| 7D | -1.7% | -2.7% | +0.9% | +2.0% |
| 30D | +13.5% | -0.7% | +14.3% | +14.8% |
| 3M | -45.2% | +8.1% | -53.3% | -46.3% |
| 6M | +17.1% | +4.1% | +13.0% | +41.2% |
| YTD | +154.1% | +41.1% | +113.0% | +130.0% |
| 1Y | +375.7% | +95.6% | +280.1% | +208.2% |
| 3Y | +474.0% | +179.3% | +294.8% | +145.3% |
| All | +56.9% | +303.5% | -246.6% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling