+16.6%
KORU vs SU
+267.6%
-251.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.1% | -12.4% | -12.4% |
| 7D | +2.3% | +1.7% | +0.7% | +1.0% |
| 30D | +20.0% | +9.6% | +10.4% | +11.2% |
| 3M | -32.7% | +11.7% | -44.5% | -40.6% |
| 6M | +13.3% | +21.9% | -8.6% | -9.2% |
| YTD | +133.2% | +58.6% | +74.6% | +52.9% |
| 1Y | +357.3% | +66.5% | +290.7% | +187.4% |
| 3Y | +452.7% | +121.4% | +331.2% | +167.8% |
| 5Y | +47.2% | +355.7% | -308.5% | -63.3% |
| 10Y | +67.6% | +264.2% | -196.6% | -50.0% |
| All | +16.6% | +267.6% | -251.0% | -70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling