+22.5%
KORU vs SN
+156.5%
-133.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.1% | -9.4% | -9.6% |
| 7D | -24.3% | +10.6% | -34.9% | -33.0% |
| 30D | -54.2% | +20.0% | -74.2% | -63.6% |
| 3M | -45.4% | +30.4% | -75.8% | -62.8% |
| 6M | -66.5% | +91.0% | -157.4% | -86.7% |
| YTD | +14.9% | +95.9% | -81.0% | -53.5% |
| 1Y | +22.5% | +158.9% | -136.3% | -54.5% |
| All | +22.5% | +156.5% | -133.9% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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