+482.2%
KORU vs SSNC
-3.0%
+485.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +12.4% |
| 7D | +13.0% | +0.6% | +12.4% | +13.6% |
| 30D | +27.3% | +6.0% | +21.2% | +34.9% |
| 3M | -55.3% | +21.0% | -76.3% | -41.2% |
| 6M | +11.6% | +12.1% | -0.5% | +49.5% |
| YTD | +158.5% | -3.2% | +161.8% | +239.7% |
| 1Y | +482.2% | -4.4% | +486.5% | +714.7% |
| All | +482.2% | -3.0% | +485.1% | +714.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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