+324.2%
SMH vs KORU
+43.7%
+280.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -12.5% | +10.1% | +0.6% |
| 7D | +1.4% | +2.3% | -0.9% | +0.5% |
| 30D | -2.2% | +20.0% | -22.2% | -8.4% |
| 3M | -1.9% | -32.7% | +30.9% | -3.3% |
| 6M | +41.0% | +13.3% | +27.7% | +4.5% |
| YTD | +55.6% | +133.2% | -77.6% | -13.5% |
| 1Y | +86.8% | +357.3% | -270.4% | -18.5% |
| 3Y | +277.7% | +452.7% | -175.0% | +36.6% |
| 5Y | +324.2% | +47.2% | +277.0% | +107.2% |
| All | +324.2% | +43.7% | +280.5% | +107.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling