+29.3%
KORU vs SUI
+292.1%
-262.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.8% | +13.7% |
| 7D | +13.0% | -2.8% | +15.8% | +15.4% |
| 30D | +27.3% | -1.2% | +28.5% | +28.6% |
| 3M | -55.3% | -1.7% | -53.5% | -57.3% |
| 6M | +11.6% | -10.5% | +22.1% | +14.2% |
| YTD | +158.5% | -1.8% | +160.4% | +144.6% |
| 1Y | +482.2% | -4.1% | +486.2% | +455.5% |
| 3Y | +471.9% | +11.3% | +460.6% | +359.6% |
| 5Y | +41.1% | -32.1% | +73.3% | +79.0% |
| 10Y | +80.2% | +110.4% | -30.3% | -0.4% |
| All | +29.3% | +292.1% | -262.8% | -57.8% |
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