+474.0%
KORU vs SU
+120.0%
+354.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +9.0% |
| 7D | -1.7% | +2.2% | -3.9% | -2.4% |
| 30D | +13.5% | +8.4% | +5.1% | +9.9% |
| 3M | -45.2% | +12.1% | -57.3% | -48.0% |
| 6M | +17.1% | +19.7% | -2.5% | +2.6% |
| YTD | +154.1% | +58.4% | +95.7% | +85.1% |
| 1Y | +375.7% | +67.2% | +308.4% | +233.3% |
| 3Y | +474.0% | +125.0% | +349.0% | +237.9% |
| All | +474.0% | +120.0% | +354.1% | +237.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling