+33.3%
KORU vs SSNC
+530.8%
-497.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.8% |
| 7D | +20.1% | -3.9% | +24.0% | +24.1% |
| 30D | +47.5% | -0.2% | +47.6% | +46.7% |
| 3M | -30.1% | +15.9% | -46.0% | -45.5% |
| 6M | +20.1% | +7.5% | +12.7% | -0.1% |
| YTD | +166.6% | -8.2% | +174.8% | +154.7% |
| 1Y | +458.9% | -9.3% | +468.3% | +435.1% |
| 3Y | +531.8% | +48.5% | +483.3% | +272.8% |
| 5Y | +67.7% | +16.0% | +51.7% | +34.2% |
| 10Y | +91.6% | +169.2% | -77.6% | -6.9% |
| All | +33.3% | +530.8% | -497.5% | -54.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling