-34.7%
KORU vs SUI
+118.5%
-153.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.5% | +7.3% | +6.8% |
| 7D | -35.0% | +6.2% | -41.2% | -38.3% |
| 30D | -65.5% | +8.6% | -74.1% | -68.6% |
| 3M | -58.9% | +1.0% | -59.9% | -60.5% |
| 6M | -83.5% | -2.6% | -80.9% | -84.8% |
| YTD | -23.9% | -0.1% | -23.7% | -31.5% |
| 1Y | -12.4% | +0.5% | -12.9% | -21.9% |
| 3Y | +82.1% | +15.3% | +66.8% | +35.4% |
| 5Y | -42.6% | -26.1% | -16.5% | -33.5% |
| All | -34.7% | +118.5% | -153.2% | -66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling