+22.5%
KORU vs SYK
-4.2%
+26.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.4% | -14.6% | +0.4% |
| 7D | -24.3% | +11.7% | -36.0% | -18.9% |
| 30D | -54.2% | +19.1% | -73.3% | -48.2% |
| 3M | -45.4% | +1.4% | -46.9% | -44.9% |
| 6M | -66.5% | +17.4% | -83.9% | -65.8% |
| YTD | +14.9% | -2.5% | +17.4% | +59.0% |
| 1Y | +22.5% | -5.3% | +27.8% | +67.3% |
| All | +22.5% | -4.2% | +26.7% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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