+375.7%
KORU vs SMR
-75.4%
+451.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -15.7% | +24.6% | +20.5% |
| 7D | -1.7% | -11.2% | +9.5% | +3.4% |
| 30D | +13.5% | -10.2% | +23.8% | +19.4% |
| 3M | -45.2% | -10.0% | -35.2% | -38.6% |
| 6M | +17.1% | -30.5% | +47.6% | +63.8% |
| YTD | +154.1% | -39.2% | +193.4% | +276.8% |
| 1Y | +375.7% | -75.5% | +451.2% | +764.4% |
| All | +375.7% | -75.4% | +451.1% | +764.4% |
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