-33.1%
KORU vs SLV
+94.7%
-127.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -32.9% |
| 3M | -60.0% | -23.6% | -36.4% | -44.2% |
| 6M | -78.7% | -42.6% | -36.1% | -57.3% |
| YTD | -10.6% | -30.0% | +19.4% | +37.7% |
| 1Y | -3.8% | -6.6% | +2.8% | +7.8% |
| 3Y | +142.0% | +121.8% | +20.1% | +7.9% |
| 5Y | -33.1% | +92.7% | -125.7% | -71.8% |
| All | -33.1% | +94.7% | -127.7% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling