-2.7%
SMCI vs KORU
+487.7%
-490.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +13.4% | -8.9% | +1.0% |
| 7D | +6.8% | +13.0% | -6.2% | +3.1% |
| 30D | +30.6% | +27.3% | +3.3% | +20.7% |
| 3M | -15.6% | -55.3% | +39.7% | -9.2% |
| 6M | +21.3% | +11.6% | +9.7% | -5.8% |
| YTD | +35.3% | +158.5% | -123.3% | -24.1% |
| 1Y | -2.7% | +482.2% | -484.9% | -60.0% |
| All | -2.7% | +487.7% | -490.4% | -60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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