+22.5%
KORU vs SOLS
+37.2%
-14.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.5% | +1.3% | +3.1% |
| 7D | -24.3% | -8.8% | -15.5% | -14.4% |
| 30D | -54.2% | -0.6% | -53.6% | -53.3% |
| 3M | -45.4% | -9.0% | -36.4% | -36.9% |
| 6M | -66.5% | -28.7% | -37.8% | -44.6% |
| YTD | +14.9% | +19.2% | -4.3% | +60.6% |
| 1Y | +22.5% | +32.6% | -10.1% | +66.5% |
| All | +22.5% | +37.2% | -14.7% | +66.5% |
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