+169.7%
KORU vs SMR
+11.2%
+158.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +15.3% | -13.7% | -3.0% |
| 7D | +24.3% | +21.4% | +2.9% | +16.8% |
| 30D | +37.3% | +13.8% | +23.5% | +32.2% |
| 3M | -32.8% | +3.9% | -36.7% | -31.4% |
| 6M | +36.9% | -4.2% | +41.1% | +48.9% |
| YTD | +162.6% | -21.1% | +183.7% | +197.1% |
| 1Y | +467.0% | -67.1% | +534.1% | +629.3% |
| 3Y | +522.4% | +88.9% | +433.5% | +431.4% |
| All | +169.7% | +11.2% | +158.5% | +179.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling