+375.7%
KORU vs SYK
-27.4%
+403.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.1% | +6.9% | +10.2% |
| 7D | -1.7% | -9.1% | +7.4% | -7.8% |
| 30D | +13.5% | -20.6% | +34.2% | -3.1% |
| 3M | -45.2% | -9.6% | -35.6% | -49.1% |
| 6M | +17.1% | -19.9% | +37.0% | +26.7% |
| YTD | +154.1% | -21.2% | +175.3% | +187.6% |
| 1Y | +375.7% | -28.4% | +404.1% | +440.8% |
| All | +375.7% | -27.4% | +403.0% | +440.8% |
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