+33.3%
KORU vs SONY
+651.7%
-618.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +20.1% | -4.9% | +25.0% | +25.5% |
| 30D | +47.5% | -1.6% | +49.1% | +48.2% |
| 3M | -30.1% | +10.0% | -40.1% | -40.4% |
| 6M | +20.1% | +8.4% | +11.7% | +7.2% |
| YTD | +166.6% | -8.4% | +175.0% | +185.7% |
| 1Y | +458.9% | -18.4% | +477.3% | +566.7% |
| 3Y | +531.8% | +41.0% | +490.8% | +336.1% |
| 5Y | +67.7% | +9.3% | +58.4% | +56.4% |
| 10Y | +91.6% | +281.7% | -190.1% | -20.9% |
| All | +33.3% | +651.7% | -618.4% | -61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling