+5.3%
KORU vs SOXQ
+279.9%
-274.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.6% | -9.9% | -8.0% |
| 7D | +2.3% | +2.3% | 0.0% | -0.7% |
| 30D | +20.0% | -3.9% | +23.9% | +33.4% |
| 3M | -32.7% | -4.7% | -28.0% | -4.3% |
| 6M | +13.3% | +47.9% | -34.6% | +7.1% |
| YTD | +133.2% | +64.3% | +68.9% | +101.7% |
| 1Y | +357.3% | +95.7% | +261.6% | +228.1% |
| 3Y | +452.7% | +231.5% | +221.1% | +104.5% |
| 5Y | +47.2% | +255.0% | -207.8% | -51.4% |
| All | +5.3% | +279.9% | -274.6% | -67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling