+31.4%
KORU vs SNPS
+1,029.1%
-997.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +2.0% |
| 7D | +24.3% | -5.5% | +29.8% | +30.2% |
| 30D | +37.3% | -5.8% | +43.1% | +43.7% |
| 3M | -32.8% | -17.2% | -15.6% | -19.8% |
| 6M | +36.9% | -10.4% | +47.3% | +61.4% |
| YTD | +162.6% | -16.5% | +179.2% | +226.8% |
| 1Y | +467.0% | -35.6% | +502.7% | +668.0% |
| 3Y | +522.4% | -14.6% | +537.0% | +470.2% |
| 5Y | +57.9% | +16.5% | +41.4% | -1.5% |
| 10Y | +70.8% | +556.6% | -485.8% | -86.7% |
| All | +31.4% | +1,029.1% | -997.8% | -94.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling