+96.2%
SMH vs KORU
+487.7%
-391.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +13.4% | -10.8% | 0.0% |
| 7D | +2.5% | +13.0% | -10.5% | -0.1% |
| 30D | -0.5% | +27.3% | -27.7% | -6.4% |
| 3M | -9.6% | -55.3% | +45.6% | -5.0% |
| 6M | +42.1% | +11.6% | +30.5% | +18.0% |
| YTD | +57.4% | +158.5% | -101.1% | +0.7% |
| 1Y | +96.2% | +482.2% | -385.9% | +2.0% |
| All | +96.2% | +487.7% | -391.5% | +2.0% |
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