+375.7%
KORU vs SM
+48.5%
+327.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +8.9% |
| 7D | -1.7% | +4.6% | -6.3% | +0.8% |
| 30D | +13.5% | +18.2% | -4.7% | +25.0% |
| 3M | -45.2% | +22.5% | -67.7% | -34.3% |
| 6M | +17.1% | +50.6% | -33.4% | +44.0% |
| YTD | +154.1% | +108.1% | +46.0% | +195.6% |
| 1Y | +375.7% | +46.0% | +329.7% | +504.6% |
| All | +375.7% | +48.5% | +327.2% | +504.6% |
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