-3.3%
KORU vs SYF
-1.7%
-1.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -6.2% |
| 7D | +11.1% | -2.0% | +13.2% | +13.5% |
| 30D | -40.6% | +1.2% | -41.8% | -41.2% |
| 3M | -63.9% | -9.4% | -54.5% | -60.1% |
| 6M | -82.8% | +4.4% | -87.2% | -83.4% |
| YTD | -15.4% | -11.9% | -3.5% | -14.0% |
| 1Y | -3.3% | -0.4% | -2.8% | -9.2% |
| All | -3.3% | -1.7% | -1.6% | -9.2% |
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