+474.0%
KORU vs SOUN
+172.2%
+301.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.0% |
| 7D | -1.7% | -7.1% | +5.4% | 0.0% |
| 30D | +13.5% | -15.4% | +28.9% | +18.0% |
| 3M | -45.2% | -10.6% | -34.6% | -42.9% |
| 6M | +17.1% | -19.6% | +36.8% | +26.1% |
| YTD | +154.1% | -37.2% | +191.3% | +183.7% |
| 1Y | +375.7% | -57.1% | +432.7% | +459.9% |
| 3Y | +474.0% | +178.2% | +295.8% | +360.8% |
| All | +474.0% | +172.2% | +301.8% | +360.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling