-55.3%
KORU vs SLV
+67.4%
-122.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.3% | -1.6% | -2.1% |
| 7D | +24.3% | -3.9% | +28.2% | +29.1% |
| 30D | -44.8% | -15.6% | -29.2% | -35.3% |
| 3M | -60.0% | -23.6% | -36.4% | -47.6% |
| 6M | -78.7% | -42.6% | -36.1% | -61.9% |
| YTD | -10.6% | -30.0% | +19.4% | +33.6% |
| 1Y | -3.8% | -6.6% | +2.8% | +13.8% |
| 3Y | +142.0% | +121.8% | +20.1% | +53.2% |
| 5Y | -33.1% | +92.7% | -125.7% | -52.9% |
| 10Y | -18.5% | +174.0% | -192.4% | -57.6% |
| All | -55.3% | +67.4% | -122.6% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling