+375.7%
KORU vs SMTC
+169.6%
+206.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +5.1% | +3.9% | +3.0% |
| 7D | -1.7% | +13.1% | -14.8% | -15.2% |
| 30D | +13.5% | +19.5% | -5.9% | -9.0% |
| 3M | -45.2% | +2.2% | -47.4% | -42.6% |
| 6M | +17.1% | +94.9% | -77.7% | -23.6% |
| YTD | +154.1% | +127.0% | +27.2% | +58.1% |
| 1Y | +375.7% | +174.6% | +201.1% | +194.6% |
| All | +375.7% | +169.6% | +206.1% | +194.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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