+474.0%
KORU vs SYY
+29.1%
+444.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.9% | +8.5% |
| 7D | -1.7% | +3.9% | -5.7% | -3.5% |
| 30D | +13.5% | -1.7% | +15.3% | +14.3% |
| 3M | -45.2% | +5.2% | -50.4% | -48.2% |
| 6M | +17.1% | -0.2% | +17.3% | +12.9% |
| YTD | +154.1% | +15.4% | +138.8% | +133.3% |
| 1Y | +375.7% | +5.6% | +370.1% | +354.1% |
| 3Y | +474.0% | +28.9% | +445.1% | +349.9% |
| All | +474.0% | +29.1% | +444.9% | +349.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling