+3,643.3%
SMCI vs KORU
+37.0%
+3,606.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -3.7% |
| 7D | +5.2% | +20.1% | -14.9% | +0.1% |
| 30D | +23.7% | +47.5% | -23.7% | +10.2% |
| 3M | -4.2% | -30.1% | +25.9% | -5.1% |
| 6M | +21.7% | +20.1% | +1.6% | -5.5% |
| YTD | +33.0% | +166.6% | -133.6% | -20.6% |
| 1Y | -9.3% | +458.9% | -468.2% | -56.5% |
| 3Y | +38.7% | +531.8% | -493.0% | -39.1% |
| 5Y | +967.2% | +67.7% | +899.5% | +474.9% |
| 10Y | +1,745.9% | +91.6% | +1,654.3% | +662.0% |
| All | +3,643.3% | +37.0% | +3,606.2% | +1,432.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling