+482.2%
KORU vs SOXQ
+111.3%
+370.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.4% | +10.1% | +3.5% |
| 7D | +13.0% | +2.3% | +10.7% | +6.5% |
| 30D | +27.3% | -2.3% | +29.5% | +41.9% |
| 3M | -55.3% | -13.8% | -41.5% | +3.7% |
| 6M | +11.6% | +48.6% | -37.0% | -22.4% |
| YTD | +158.5% | +66.0% | +92.6% | +53.9% |
| 1Y | +482.2% | +107.9% | +374.3% | +134.1% |
| All | +482.2% | +111.3% | +370.8% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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