+47.5%
KORU vs SUI
-32.0%
+79.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.8% | +13.6% |
| 7D | +13.0% | -2.8% | +15.8% | +14.8% |
| 30D | +27.3% | -1.2% | +28.5% | +28.3% |
| 3M | -55.3% | -1.7% | -53.5% | -57.1% |
| 6M | +11.6% | -10.5% | +22.1% | +14.6% |
| YTD | +158.5% | -1.8% | +160.4% | +146.0% |
| 1Y | +482.2% | -4.1% | +486.2% | +459.0% |
| 3Y | +471.9% | +11.3% | +460.6% | +354.0% |
| All | +47.5% | -32.0% | +79.5% | +74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling