+56.9%
KORU vs SSNC
+19.2%
+37.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.3% | +7.5% |
| 7D | -1.7% | -4.0% | +2.3% | +1.7% |
| 30D | +13.5% | +0.5% | +13.0% | +12.4% |
| 3M | -45.2% | +18.9% | -64.1% | -57.9% |
| 6M | +17.1% | +10.8% | +6.3% | -3.6% |
| YTD | +154.1% | -7.1% | +161.3% | +154.9% |
| 1Y | +375.7% | -9.6% | +385.3% | +388.5% |
| 3Y | +474.0% | +51.1% | +423.0% | +177.6% |
| All | +56.9% | +19.2% | +37.7% | +12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling