+375.7%
KORU vs SU
+67.3%
+308.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +8.9% |
| 7D | -1.7% | +2.2% | -3.9% | -0.8% |
| 30D | +13.5% | +8.4% | +5.1% | +17.3% |
| 3M | -45.2% | +12.1% | -57.3% | -40.3% |
| 6M | +17.1% | +19.7% | -2.5% | +10.8% |
| YTD | +154.1% | +58.4% | +95.7% | +92.8% |
| 1Y | +375.7% | +67.2% | +308.4% | +249.9% |
| All | +375.7% | +67.3% | +308.4% | +249.9% |
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