+482.2%
KORU vs SNY
+2.0%
+480.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.2% | +13.6% | +13.4% |
| 7D | +13.0% | -1.3% | +14.3% | +12.8% |
| 30D | +27.3% | +3.4% | +23.9% | +28.1% |
| 3M | -55.3% | -0.3% | -55.0% | -55.4% |
| 6M | +11.6% | +1.0% | +10.6% | +10.3% |
| YTD | +158.5% | -3.6% | +162.2% | +166.6% |
| 1Y | +482.2% | +3.0% | +479.1% | +482.4% |
| All | +482.2% | +2.0% | +480.1% | +482.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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