+458.9%
KORU vs SIMO
+234.0%
+225.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | -0.4% |
| 7D | +20.1% | +14.5% | +5.6% | +6.4% |
| 30D | +47.5% | +20.4% | +27.1% | +25.8% |
| 3M | -30.1% | +7.1% | -37.2% | -26.0% |
| 6M | +20.1% | +129.2% | -109.1% | -19.1% |
| YTD | +166.6% | +201.9% | -35.4% | +39.0% |
| 1Y | +458.9% | +235.5% | +223.4% | +172.9% |
| All | +458.9% | +234.0% | +225.0% | +172.9% |
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