+22.5%
KORU vs SYF
+4.2%
+18.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.1% | -5.1% |
| 7D | -24.3% | -0.4% | -23.9% | -24.0% |
| 30D | -54.2% | +4.4% | -58.6% | -56.5% |
| 3M | -45.4% | -4.7% | -40.7% | -42.8% |
| 6M | -66.5% | +1.9% | -68.4% | -67.3% |
| YTD | +14.9% | -8.9% | +23.8% | +14.3% |
| 1Y | +22.5% | +4.1% | +18.5% | +0.2% |
| All | +22.5% | +4.2% | +18.3% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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