+474.0%
KORU vs SONY
+42.2%
+431.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +7.6% |
| 7D | -1.7% | -2.7% | +1.0% | +0.5% |
| 30D | +13.5% | +1.5% | +12.0% | +11.0% |
| 3M | -45.2% | +13.0% | -58.2% | -54.6% |
| 6M | +17.1% | +11.2% | +5.9% | +2.2% |
| YTD | +154.1% | -6.6% | +160.8% | +164.8% |
| 1Y | +375.7% | -18.1% | +393.8% | +456.6% |
| 3Y | +474.0% | +42.1% | +431.9% | +293.1% |
| All | +474.0% | +42.2% | +431.8% | +293.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling