+277.4%
SMH vs KORU
+431.1%
-153.7%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -12.5% | +10.1% | +0.3% |
| 7D | +1.4% | +2.3% | -0.9% | +0.6% |
| 30D | -2.2% | +20.0% | -22.2% | -7.7% |
| 3M | -1.9% | -32.7% | +30.9% | -2.8% |
| 6M | +41.0% | +13.3% | +27.7% | +9.1% |
| YTD | +55.6% | +133.2% | -77.6% | -7.9% |
| 1Y | +86.8% | +357.3% | -270.4% | -11.9% |
| All | +277.4% | +431.1% | -153.7% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling