+375.7%
KORU vs SOXQ
+98.3%
+277.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.8% | +7.2% | +3.7% |
| 7D | -1.7% | +0.8% | -2.5% | -3.0% |
| 30D | +13.5% | -4.6% | +18.1% | +36.3% |
| 3M | -45.2% | -10.2% | -35.0% | -0.1% |
| 6M | +17.1% | +49.7% | -32.5% | -20.0% |
| YTD | +154.1% | +67.2% | +86.9% | +49.1% |
| 1Y | +375.7% | +98.0% | +277.7% | +119.6% |
| All | +375.7% | +98.3% | +277.3% | +119.6% |
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