+482.2%
KORU vs SOUN
-47.0%
+529.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.4% |
| 7D | +13.0% | -5.2% | +18.2% | +18.3% |
| 30D | +27.3% | +4.8% | +22.5% | +18.3% |
| 3M | -55.3% | -15.9% | -39.4% | -45.9% |
| 6M | +11.6% | -17.4% | +29.0% | +32.1% |
| YTD | +158.5% | -32.4% | +190.9% | +238.0% |
| 1Y | +482.2% | -49.3% | +531.4% | +837.1% |
| All | +482.2% | -47.0% | +529.2% | +837.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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