+14.8%
KORU vs SOXQ
+286.7%
-271.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.8% | +7.2% | +5.9% |
| 7D | -1.7% | +0.8% | -2.5% | -2.3% |
| 30D | +13.5% | -4.6% | +18.1% | +27.3% |
| 3M | -45.2% | -10.2% | -35.0% | -16.5% |
| 6M | +17.1% | +49.7% | -32.5% | +8.4% |
| YTD | +154.1% | +67.2% | +86.9% | +113.7% |
| 1Y | +375.7% | +98.0% | +277.7% | +234.2% |
| 3Y | +474.0% | +237.2% | +236.9% | +106.6% |
| 5Y | +60.4% | +261.3% | -200.9% | -48.6% |
| All | +14.8% | +286.7% | -271.9% | -65.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling