+47.2%
KORU vs SNPS
+18.4%
+28.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.0% | -13.5% | -13.3% |
| 7D | +2.3% | -4.6% | +6.9% | +5.4% |
| 30D | +20.0% | -3.3% | +23.4% | +22.2% |
| 3M | -32.7% | -13.8% | -19.0% | -24.5% |
| 6M | +13.3% | -8.2% | +21.5% | +28.2% |
| YTD | +133.2% | -15.4% | +148.7% | +178.5% |
| 1Y | +357.3% | +2.4% | +354.8% | +368.2% |
| 3Y | +452.7% | -13.5% | +466.2% | +407.5% |
| 5Y | +47.2% | +19.5% | +27.7% | -8.1% |
| All | +47.2% | +18.4% | +28.8% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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