+29.3%
KORU vs SLV
+121.9%
-92.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +14.4% |
| 7D | +13.0% | -0.3% | +13.3% | +13.4% |
| 30D | +27.3% | +6.7% | +20.6% | +21.9% |
| 3M | -55.3% | -10.7% | -44.6% | -46.5% |
| 6M | +11.6% | -20.6% | +32.2% | +51.7% |
| YTD | +158.5% | -7.1% | +165.7% | +194.7% |
| 1Y | +482.2% | +62.0% | +420.2% | +330.3% |
| 3Y | +471.9% | +169.8% | +302.1% | +193.0% |
| 5Y | +41.1% | +161.5% | -120.3% | -25.2% |
| 10Y | +80.2% | +224.4% | -144.2% | -24.4% |
| All | +29.3% | +121.9% | -92.6% | -36.4% |
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