+375.7%
KORU vs SO
-1.6%
+377.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.7% | +9.6% | +7.9% |
| 7D | -1.7% | -1.1% | -0.6% | -3.4% |
| 30D | +13.5% | -5.0% | +18.5% | +4.8% |
| 3M | -45.2% | -5.8% | -39.4% | -49.2% |
| 6M | +17.1% | -7.9% | +25.1% | +12.3% |
| YTD | +154.1% | +2.4% | +151.7% | +163.2% |
| 1Y | +375.7% | -2.3% | +377.9% | +353.2% |
| All | +375.7% | -1.6% | +377.3% | +353.2% |
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