+33.3%
KORU vs SYY
+238.5%
-205.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | -0.4% |
| 7D | +20.1% | -0.2% | +20.3% | +20.1% |
| 30D | +47.5% | -2.7% | +50.2% | +50.4% |
| 3M | -30.1% | +5.9% | -35.9% | -35.9% |
| 6M | +20.1% | -2.3% | +22.5% | +16.5% |
| YTD | +166.6% | +13.1% | +153.5% | +131.0% |
| 1Y | +458.9% | +3.8% | +455.2% | +413.4% |
| 3Y | +531.8% | +26.7% | +505.0% | +369.7% |
| 5Y | +67.7% | +19.4% | +48.3% | +36.7% |
| 10Y | +91.6% | +112.0% | -20.4% | -8.0% |
| All | +33.3% | +238.5% | -205.2% | -56.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling