+149.7%
KORU vs SPGI
+28.6%
+121.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.4% | -3.5% | -4.9% |
| 7D | +24.3% | -0.8% | +25.2% | +24.4% |
| 30D | -44.8% | +14.3% | -59.1% | -45.1% |
| 3M | -60.0% | +14.5% | -74.5% | -60.4% |
| 6M | -78.7% | +17.3% | -96.0% | -79.7% |
| YTD | -10.6% | -4.6% | -6.0% | -2.8% |
| 1Y | -3.8% | +0.8% | -4.6% | -1.4% |
| All | +149.7% | +28.6% | +121.1% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 3y: compounded portfolio wealth divided by compounded SPGI 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…
3y analysis · Full analysis span regression · 6 months rolling