+88.7%
KORU vs SUI
+107.6%
-18.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.7% |
| 7D | +24.3% | -3.1% | +27.4% | +27.2% |
| 30D | +37.3% | -2.3% | +39.6% | +39.9% |
| 3M | -32.8% | -2.8% | -30.0% | -35.1% |
| 6M | +36.9% | -12.4% | +49.3% | +42.8% |
| YTD | +162.6% | -3.3% | +165.9% | +150.6% |
| 1Y | +467.0% | -5.8% | +472.8% | +447.5% |
| 3Y | +522.4% | +12.5% | +509.9% | +385.0% |
| 5Y | +57.9% | -32.9% | +90.7% | +104.9% |
| All | +88.7% | +107.6% | -18.9% | +3.5% |
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