+16.6%
KORU vs SCCO
+774.7%
-758.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -7.2% | -5.3% | -4.0% |
| 7D | +2.3% | -2.7% | +5.0% | +5.9% |
| 30D | +20.0% | -0.2% | +20.2% | +20.7% |
| 3M | -32.7% | +17.8% | -50.5% | -38.7% |
| 6M | +13.3% | +2.3% | +11.1% | +39.8% |
| YTD | +133.2% | +41.6% | +91.6% | +110.2% |
| 1Y | +357.3% | +101.9% | +255.4% | +184.2% |
| 3Y | +452.7% | +186.2% | +266.5% | +130.9% |
| 5Y | +47.2% | +309.7% | -262.5% | -57.5% |
| 10Y | +67.6% | +1,094.2% | -1,026.7% | -80.4% |
| All | +16.6% | +774.7% | -758.1% | -83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling