-82.6%
KORU vs SIMO
-28.1%
-54.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +8.7% | +9.8% | +6.2% |
| 7D | -18.1% | +0.9% | -19.0% | -13.1% |
| 30D | -45.7% | -25.4% | -20.3% | -14.0% |
| 3M | -51.6% | -17.8% | -33.8% | -34.9% |
| 6M | -82.6% | -29.6% | -53.1% | -65.3% |
| All | -82.6% | -28.1% | -54.6% | -65.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling