+22.5%
KORU vs SPMO
+11.0%
+11.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.4% | -0.7% |
| 7D | -24.3% | -8.9% | -15.4% | +26.4% |
| 30D | -54.2% | -13.8% | -40.4% | +9.6% |
| 3M | -45.4% | -12.5% | -32.9% | +32.1% |
| 6M | -66.5% | -1.5% | -65.0% | -21.1% |
| YTD | +14.9% | +11.3% | +3.6% | +75.2% |
| 1Y | +22.5% | +11.5% | +11.1% | +87.8% |
| All | +22.5% | +11.0% | +11.6% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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