+82.9%
KORU vs SPXS
-99.6%
+182.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.4% | +11.4% | +6.6% |
| 7D | -1.7% | +2.5% | -4.2% | +1.1% |
| 30D | +13.5% | +4.2% | +9.3% | +19.9% |
| 3M | -45.2% | -9.3% | -35.9% | -44.6% |
| 6M | +17.1% | -30.7% | +47.8% | +11.9% |
| YTD | +154.1% | -28.1% | +182.2% | +161.8% |
| 1Y | +375.7% | -35.1% | +410.7% | +372.0% |
| 3Y | +474.0% | -79.6% | +553.6% | +203.5% |
| 5Y | +60.4% | -86.3% | +146.7% | +3.6% |
| All | +82.9% | -99.6% | +182.5% | -79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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