+482.2%
KORU vs SO
-1.3%
+483.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.2% | +12.3% |
| 7D | +13.0% | -0.2% | +13.2% | +12.8% |
| 30D | +27.3% | -4.6% | +31.9% | +17.9% |
| 3M | -55.3% | -3.0% | -52.2% | -56.8% |
| 6M | +11.6% | -8.3% | +19.9% | +8.8% |
| YTD | +158.5% | +3.5% | +155.0% | +171.4% |
| 1Y | +482.2% | -0.9% | +483.1% | +461.7% |
| All | +482.2% | -1.3% | +483.5% | +461.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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