+16.6%
KORU vs SPXS
-99.9%
+116.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.9% | -14.4% | -10.7% |
| 7D | +2.3% | +6.4% | -4.1% | +8.6% |
| 30D | +20.0% | +6.0% | +14.0% | +28.5% |
| 3M | -32.7% | -11.6% | -21.1% | -32.9% |
| 6M | +13.3% | -28.7% | +42.0% | +11.2% |
| YTD | +133.2% | -26.3% | +159.5% | +145.7% |
| 1Y | +357.3% | -34.9% | +392.2% | +355.9% |
| 3Y | +452.7% | -79.5% | +532.1% | +199.6% |
| 5Y | +47.2% | -85.9% | +133.1% | -1.1% |
| 10Y | +67.6% | -99.5% | +167.1% | -76.3% |
| All | +16.6% | -99.9% | +116.5% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling