+82.9%
KORU vs SPMO
+517.6%
-434.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.4% | +7.6% |
| 7D | -1.7% | -0.9% | -0.8% | +1.3% |
| 30D | +13.5% | -1.9% | +15.5% | +23.3% |
| 3M | -45.2% | -1.4% | -43.8% | -27.1% |
| 6M | +17.1% | +25.5% | -8.4% | +17.2% |
| YTD | +154.1% | +24.8% | +129.3% | +162.6% |
| 1Y | +375.7% | +24.5% | +351.2% | +408.2% |
| 3Y | +474.0% | +157.1% | +316.9% | +45.6% |
| 5Y | +60.4% | +149.5% | -89.1% | -51.8% |
| All | +82.9% | +517.6% | -434.7% | -82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling