+482.2%
KORU vs SIMO
+226.2%
+255.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +8.7% | +4.7% | +5.7% |
| 7D | +13.0% | +4.2% | +8.8% | +9.4% |
| 30D | +27.3% | +4.1% | +23.2% | +21.3% |
| 3M | -55.3% | -12.9% | -42.4% | -42.6% |
| 6M | +11.6% | +110.3% | -98.7% | -18.7% |
| YTD | +158.5% | +178.6% | -20.0% | +45.9% |
| 1Y | +482.2% | +220.0% | +262.2% | +203.8% |
| All | +482.2% | +226.2% | +255.9% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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