+357.3%
KORU vs SPG
+19.7%
+337.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.1% | -12.6% | -12.5% |
| 7D | +2.3% | -2.2% | +4.5% | +0.9% |
| 30D | +20.0% | -5.8% | +25.8% | +15.6% |
| 3M | -32.7% | -2.8% | -29.9% | -36.6% |
| 6M | +13.3% | +8.9% | +4.4% | +1.1% |
| YTD | +133.2% | +14.3% | +118.9% | +119.4% |
| 1Y | +357.3% | +19.5% | +337.8% | +346.2% |
| All | +357.3% | +19.7% | +337.6% | +346.2% |
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