-8.8%
SMCI vs KORU
+385.0%
-393.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +9.0% | -1.7% | +4.9% |
| 7D | +1.3% | -1.7% | +3.0% | +1.6% |
| 30D | +6.6% | +13.5% | -6.9% | +1.3% |
| 3M | +25.4% | -45.2% | +70.6% | +31.9% |
| 6M | +26.1% | +17.1% | +9.0% | -2.2% |
| YTD | +37.0% | +154.1% | -117.1% | -22.4% |
| 1Y | -8.8% | +375.7% | -384.4% | -60.2% |
| All | -8.8% | +385.0% | -393.7% | -60.2% |
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