+82.9%
KORU vs SONY
+293.1%
-210.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +7.1% |
| 7D | -1.7% | -2.7% | +1.0% | +1.2% |
| 30D | +13.5% | +1.5% | +12.0% | +10.3% |
| 3M | -45.2% | +13.0% | -58.2% | -56.7% |
| 6M | +17.1% | +11.2% | +5.9% | -1.3% |
| YTD | +154.1% | -6.6% | +160.8% | +168.6% |
| 1Y | +375.7% | -18.1% | +393.8% | +482.3% |
| 3Y | +474.0% | +42.1% | +431.9% | +244.5% |
| 5Y | +60.4% | +11.0% | +49.4% | +37.3% |
| All | +82.9% | +293.1% | -210.1% | -51.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling