+482.2%
KORU vs SMR
-76.3%
+558.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +13.9% | +13.8% |
| 7D | +13.0% | +4.4% | +8.6% | +9.4% |
| 30D | +27.3% | +3.4% | +23.9% | +24.5% |
| 3M | -55.3% | -19.2% | -36.1% | -42.7% |
| 6M | +11.6% | -22.6% | +34.2% | +49.2% |
| YTD | +158.5% | -31.5% | +190.1% | +263.8% |
| 1Y | +482.2% | -73.1% | +555.2% | +916.5% |
| All | +482.2% | -76.3% | +558.4% | +916.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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