+22.5%
KORU vs SPG
+34.3%
-11.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.9% | -8.2% | -2.5% |
| 7D | -24.3% | +8.2% | -32.5% | -18.2% |
| 30D | -54.2% | +13.5% | -67.7% | -48.2% |
| 3M | -45.4% | +2.2% | -47.7% | -42.5% |
| 6M | -66.5% | +15.9% | -82.3% | -66.5% |
| YTD | +14.9% | +27.6% | -12.7% | +15.4% |
| 1Y | +22.5% | +30.9% | -8.4% | +25.5% |
| All | +22.5% | +34.3% | -11.7% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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