+482.2%
KORU vs SM
+36.8%
+445.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.1% | +16.5% | +11.7% |
| 7D | +13.0% | -0.5% | +13.5% | +13.0% |
| 30D | +27.3% | +25.6% | +1.7% | +45.6% |
| 3M | -55.3% | +8.0% | -63.3% | -50.0% |
| 6M | +11.6% | +50.8% | -39.2% | +31.5% |
| YTD | +158.5% | +97.9% | +60.7% | +189.0% |
| 1Y | +482.2% | +33.8% | +448.4% | +625.9% |
| All | +482.2% | +36.8% | +445.4% | +625.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling