+22.5%
KORU vs SYY
+8.7%
+13.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.8% | -9.1% | -5.5% |
| 7D | -24.3% | -6.3% | -18.0% | -23.8% |
| 30D | -54.2% | +0.7% | -54.9% | -55.3% |
| 3M | -45.4% | -6.4% | -39.0% | -45.2% |
| 6M | -66.5% | +7.6% | -74.1% | -72.0% |
| YTD | +14.9% | +7.4% | +7.5% | +19.3% |
| 1Y | +22.5% | +8.3% | +14.2% | +29.3% |
| All | +22.5% | +8.7% | +13.8% | +29.3% |
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