+22.5%
KORU vs SU
+88.1%
-65.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.5% | -0.7% | -7.7% |
| 7D | -24.3% | -7.1% | -17.2% | -27.2% |
| 30D | -54.2% | +4.8% | -59.0% | -52.3% |
| 3M | -45.4% | +12.5% | -57.9% | -40.6% |
| 6M | -66.5% | +6.5% | -72.9% | -62.2% |
| YTD | +14.9% | +65.8% | -50.9% | -4.8% |
| 1Y | +22.5% | +86.2% | -63.6% | -0.1% |
| All | +22.5% | +88.1% | -65.6% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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