+482.2%
KORU vs SONY
-10.8%
+493.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.0% | +14.7% |
| 7D | +13.0% | -1.2% | +14.2% | +13.7% |
| 30D | +27.3% | +9.4% | +17.8% | +16.2% |
| 3M | -55.3% | +10.5% | -65.8% | -60.2% |
| 6M | +11.6% | +11.7% | -0.1% | -3.5% |
| YTD | +158.5% | -4.1% | +162.6% | +160.1% |
| 1Y | +482.2% | -11.8% | +493.9% | +558.0% |
| All | +482.2% | -10.8% | +493.0% | +558.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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