+467.0%
KORU vs SWKS
+3.4%
+463.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.3% | -0.5% |
| 7D | +24.3% | +11.8% | +12.5% | +10.0% |
| 30D | +37.3% | +6.7% | +30.6% | +27.9% |
| 3M | -32.8% | 0.0% | -32.8% | -30.2% |
| 6M | +36.9% | +38.7% | -1.8% | +15.5% |
| YTD | +162.6% | +21.4% | +141.3% | +143.8% |
| 1Y | +467.0% | +2.9% | +464.1% | +511.1% |
| All | +467.0% | +3.4% | +463.6% | +511.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling