+522.4%
KORU vs SIMO
+462.5%
+59.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.2% | -4.6% | -3.9% |
| 7D | +24.3% | +14.6% | +9.7% | +10.2% |
| 30D | +37.3% | +6.2% | +31.1% | +30.5% |
| 3M | -32.8% | +3.6% | -36.3% | -27.4% |
| 6M | +36.9% | +130.8% | -93.9% | -18.8% |
| YTD | +162.6% | +195.8% | -33.1% | +23.8% |
| 1Y | +467.0% | +225.0% | +242.0% | +150.2% |
| 3Y | +522.4% | +452.3% | +70.1% | +50.8% |
| All | +522.4% | +462.5% | +59.8% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling