+149.7%
KORU vs SLV
+123.6%
+26.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.3% | -1.6% | -1.4% |
| 7D | +24.3% | -3.9% | +28.2% | +30.2% |
| 30D | -44.8% | -15.6% | -29.2% | -33.0% |
| 3M | -60.0% | -23.6% | -36.4% | -44.4% |
| 6M | -78.7% | -42.6% | -36.1% | -58.5% |
| YTD | -10.6% | -30.0% | +19.4% | +37.5% |
| 1Y | -3.8% | -6.6% | +2.8% | +10.8% |
| All | +149.7% | +123.6% | +26.1% | +28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 SLV 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