+482.2%
KORU vs SYY
+1.0%
+481.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.7% | +13.8% |
| 7D | +13.0% | -2.3% | +15.3% | +13.7% |
| 30D | +27.3% | -4.9% | +32.2% | +29.1% |
| 3M | -55.3% | +8.4% | -63.7% | -59.8% |
| 6M | +11.6% | -7.4% | +19.0% | +11.2% |
| YTD | +158.5% | +11.0% | +147.6% | +174.1% |
| 1Y | +482.2% | -0.2% | +482.4% | +496.9% |
| All | +482.2% | +1.0% | +481.2% | +496.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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