+1,817.6%
SMH vs KORU
+92.5%
+1,725.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.0% | -7.5% | -0.8% |
| 7D | +0.3% | -1.7% | +2.0% | +0.4% |
| 30D | -2.8% | +13.5% | -16.3% | -7.6% |
| 3M | -6.7% | -45.2% | +38.5% | -2.2% |
| 6M | +41.8% | +17.1% | +24.6% | +4.5% |
| YTD | +57.9% | +154.1% | -96.3% | -12.0% |
| 1Y | +87.6% | +375.7% | -288.0% | -14.9% |
| 3Y | +282.9% | +474.0% | -191.1% | +47.9% |
| 5Y | +330.4% | +60.4% | +270.0% | +114.8% |
| All | +1,817.6% | +92.5% | +1,725.1% | +658.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling