+426.7%
KORU vs SMR
+71.3%
+355.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -5.6% | -7.0% | -10.8% |
| 7D | +2.3% | +4.7% | -2.4% | +0.7% |
| 30D | +20.0% | +3.2% | +16.8% | +19.1% |
| 3M | -32.7% | +9.9% | -42.6% | -31.9% |
| 6M | +13.3% | -15.1% | +28.5% | +27.0% |
| YTD | +133.2% | -27.9% | +161.2% | +170.0% |
| 1Y | +357.3% | -70.2% | +427.5% | +496.4% |
| All | +426.7% | +71.3% | +355.4% | +401.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling