+482.2%
KORU vs SPMO
+29.9%
+452.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.6% | +11.9% | +5.0% |
| 7D | +13.0% | +2.0% | +11.0% | +2.6% |
| 30D | +27.3% | -0.4% | +27.6% | +36.7% |
| 3M | -55.3% | -1.9% | -53.4% | -20.3% |
| 6M | +11.6% | +25.0% | -13.4% | -19.1% |
| YTD | +158.5% | +26.0% | +132.5% | +86.2% |
| 1Y | +482.2% | +28.7% | +453.5% | +315.9% |
| All | +482.2% | +29.9% | +452.2% | +315.9% |
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