+22.5%
KORU vs SONY
-6.4%
+28.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.2% | -7.5% | -6.4% |
| 7D | -24.3% | +2.9% | -27.2% | -25.4% |
| 30D | -54.2% | +10.2% | -64.5% | -57.6% |
| 3M | -45.4% | +16.1% | -61.6% | -53.0% |
| 6M | -66.5% | +32.1% | -98.6% | -78.4% |
| YTD | +14.9% | +1.4% | +13.5% | +12.0% |
| 1Y | +22.5% | -7.0% | +29.6% | +28.2% |
| All | +22.5% | -6.4% | +28.9% | +28.2% |
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