+65.2%
KORU vs SLV
+164.6%
-99.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +2.3% |
| 7D | +24.3% | +2.5% | +21.8% | +21.0% |
| 30D | +37.3% | +3.3% | +34.1% | +34.3% |
| 3M | -32.8% | -3.6% | -29.2% | -26.0% |
| 6M | +36.9% | -21.8% | +58.7% | +96.9% |
| YTD | +162.6% | -7.8% | +170.5% | +192.2% |
| 1Y | +467.0% | +58.3% | +408.8% | +254.6% |
| 3Y | +522.4% | +182.6% | +339.8% | +108.5% |
| All | +65.2% | +164.6% | -99.4% | -47.5% |
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 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