+82.9%
KORU vs SIRI
-10.2%
+93.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.0% | +8.5% |
| 7D | -1.7% | +0.6% | -2.3% | -2.1% |
| 30D | +13.5% | +2.5% | +11.0% | +12.2% |
| 3M | -45.2% | +6.6% | -51.8% | -48.4% |
| 6M | +17.1% | +32.9% | -15.7% | +0.5% |
| YTD | +154.1% | +50.5% | +103.7% | +101.4% |
| 1Y | +375.7% | +28.0% | +347.7% | +306.9% |
| 3Y | +474.0% | -22.4% | +496.4% | +491.3% |
| 5Y | +60.4% | -41.3% | +101.7% | +66.0% |
| All | +82.9% | -10.2% | +93.1% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling