+502.1%
KORU vs SPGI
+16.0%
+486.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.6% | +4.1% | +2.1% |
| 7D | +20.1% | -3.1% | +23.2% | +20.8% |
| 30D | +47.5% | +2.0% | +45.4% | +45.9% |
| 3M | -30.1% | +4.3% | -34.4% | -33.2% |
| 6M | +20.1% | -0.2% | +20.4% | +17.8% |
| YTD | +166.6% | -14.8% | +181.4% | +189.6% |
| 1Y | +458.9% | -18.5% | +477.5% | +533.1% |
| All | +502.1% | +16.0% | +486.2% | +280.5% |
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