+56.9%
KORU vs SNOW
+3.4%
+53.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +9.1% |
| 7D | -1.7% | -2.4% | +0.7% | -0.6% |
| 30D | +13.5% | -1.0% | +14.5% | +13.0% |
| 3M | -45.2% | +36.9% | -82.1% | -53.4% |
| 6M | +17.1% | +83.4% | -66.2% | -15.1% |
| YTD | +154.1% | +50.0% | +104.2% | +101.0% |
| 1Y | +375.7% | +46.5% | +329.1% | +280.5% |
| 3Y | +474.0% | +93.3% | +380.7% | +273.7% |
| All | +56.9% | +3.4% | +53.6% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 5y: compounded portfolio wealth divided by compounded SNOW 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…
5y analysis · Full analysis span regression · 6 months rolling