+522.4%
KORU vs SO
+46.8%
+475.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.9% |
| 7D | +24.3% | +1.0% | +23.3% | +24.7% |
| 30D | +37.3% | -3.2% | +40.5% | +36.1% |
| 3M | -32.8% | -1.7% | -31.1% | -33.6% |
| 6M | +36.9% | -7.2% | +44.1% | +36.7% |
| YTD | +162.6% | +4.6% | +158.1% | +156.6% |
| 1Y | +467.0% | +1.2% | +465.8% | +451.3% |
| 3Y | +522.4% | +45.3% | +477.1% | +336.7% |
| All | +522.4% | +46.8% | +475.5% | +336.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling