+16.6%
KORU vs SIRI
+18.5%
-1.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.2% | -13.7% | -13.2% |
| 7D | +2.3% | -3.0% | +5.3% | +3.8% |
| 30D | +20.0% | +1.3% | +18.7% | +19.2% |
| 3M | -32.7% | +5.6% | -38.4% | -36.6% |
| 6M | +13.3% | +35.2% | -21.8% | -4.8% |
| YTD | +133.2% | +49.1% | +84.1% | +82.4% |
| 1Y | +357.3% | +26.8% | +330.5% | +288.0% |
| 3Y | +452.7% | -23.7% | +476.3% | +472.1% |
| 5Y | +47.2% | -41.8% | +89.0% | +50.6% |
| 10Y | +67.6% | -11.3% | +78.8% | +17.3% |
| All | +16.6% | +18.5% | -1.9% | -32.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling