-52.9%
KORU vs SUI
+292.2%
-345.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -0.8% | +19.3% | +19.0% |
| 7D | -18.1% | -2.4% | -15.7% | -17.0% |
| 30D | -45.7% | +3.3% | -49.1% | -48.6% |
| 3M | -51.6% | +0.7% | -52.3% | -53.5% |
| 6M | -82.6% | -4.1% | -78.5% | -83.8% |
| YTD | -5.9% | -1.8% | -4.1% | -14.2% |
| 1Y | +3.3% | -4.1% | +7.3% | -3.9% |
| 3Y | +154.5% | +17.4% | +137.1% | +88.3% |
| 5Y | -26.6% | -27.0% | +0.4% | -15.2% |
| 10Y | -14.3% | +121.2% | -135.4% | -55.9% |
| All | -52.9% | +292.2% | -345.2% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling