+33.3%
KORU vs SMTC
+394.1%
-360.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.9% |
| 7D | +20.1% | +22.5% | -2.4% | +4.0% |
| 30D | +47.5% | +24.9% | +22.6% | +26.5% |
| 3M | -30.1% | +4.1% | -34.1% | -25.3% |
| 6M | +20.1% | +92.6% | -72.4% | -8.0% |
| YTD | +166.6% | +122.5% | +44.1% | +89.6% |
| 1Y | +458.9% | +166.2% | +292.7% | +249.2% |
| 3Y | +531.8% | +577.2% | -45.4% | +47.0% |
| 5Y | +67.7% | +119.0% | -51.3% | -10.9% |
| 10Y | +91.6% | +527.9% | -436.3% | -47.7% |
| All | +33.3% | +394.1% | -360.7% | -62.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling