+375.7%
KORU vs SPMO
+24.6%
+351.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.4% | +6.1% |
| 7D | -1.7% | -0.9% | -0.8% | +4.4% |
| 30D | +13.5% | -1.9% | +15.5% | +32.4% |
| 3M | -45.2% | -1.4% | -43.8% | -17.6% |
| 6M | +17.1% | +25.5% | -8.4% | -14.2% |
| YTD | +154.1% | +24.8% | +129.3% | +94.3% |
| 1Y | +375.7% | +24.5% | +351.2% | +295.3% |
| All | +375.7% | +24.6% | +351.0% | +295.3% |
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