+91.6%
KORU vs SUI
+104.7%
-13.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.6% |
| 7D | +20.1% | -4.3% | +24.4% | +24.0% |
| 30D | +47.5% | -2.1% | +49.6% | +49.9% |
| 3M | -30.1% | -6.1% | -24.0% | -30.5% |
| 6M | +20.1% | -12.8% | +32.9% | +25.7% |
| YTD | +166.6% | -4.6% | +171.2% | +157.0% |
| 1Y | +458.9% | -7.7% | +466.6% | +448.4% |
| 3Y | +531.8% | +10.9% | +520.8% | +397.4% |
| 5Y | +67.7% | -32.4% | +100.1% | +115.6% |
| 10Y | +91.6% | +105.7% | -14.1% | +6.2% |
| All | +91.6% | +104.7% | -13.2% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SUI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling