+482.2%
KORU vs SGI
-17.2%
+499.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.5% | +12.9% | +12.8% |
| 7D | +13.0% | +8.5% | +4.5% | +2.0% |
| 30D | +27.3% | +0.7% | +26.6% | +26.6% |
| 3M | -55.3% | +0.6% | -55.9% | -53.9% |
| 6M | +11.6% | -17.9% | +29.5% | +33.7% |
| YTD | +158.5% | -21.2% | +179.7% | +218.0% |
| 1Y | +482.2% | -18.9% | +501.0% | +679.8% |
| All | +482.2% | -17.2% | +499.3% | +679.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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