+219.5%
KORU vs SOLS
+21.2%
+198.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.8% | +9.6% | +9.1% |
| 7D | +13.0% | +0.3% | +12.7% | +13.1% |
| 30D | +27.3% | +2.1% | +25.2% | +24.1% |
| 3M | -55.3% | -24.1% | -31.1% | -35.3% |
| 6M | +11.6% | -15.0% | +26.6% | +48.5% |
| YTD | +158.5% | +31.6% | +126.9% | +225.1% |
| All | +219.5% | +21.2% | +198.3% | +303.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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