+375.7%
KORU vs SPYM
+18.2%
+357.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.1% | +2.1% |
| 7D | -1.7% | -0.8% | -0.9% | +5.4% |
| 30D | +13.5% | -1.1% | +14.6% | +25.8% |
| 3M | -45.2% | +3.9% | -49.1% | -53.1% |
| 6M | +17.1% | +13.6% | +3.5% | -23.3% |
| YTD | +154.1% | +12.7% | +141.4% | +79.0% |
| 1Y | +375.7% | +17.6% | +358.1% | +193.6% |
| All | +375.7% | +18.2% | +357.5% | +193.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYM.
Daily Out/Under-Performance
Portfolio return minus SPYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYM 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 SPYM 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