+3,625.5%
SMH vs KORU
+35.0%
+3,590.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.6% | -0.4% | +0.8% |
| 7D | +5.2% | +24.3% | -19.1% | -0.4% |
| 30D | -1.5% | +37.3% | -38.9% | -10.5% |
| 3M | -4.1% | -32.8% | +28.7% | -5.2% |
| 6M | +50.8% | +36.9% | +13.8% | +9.2% |
| YTD | +59.3% | +162.6% | -103.3% | -7.4% |
| 1Y | +94.1% | +467.0% | -372.9% | -10.1% |
| 3Y | +286.7% | +522.4% | -235.6% | +59.2% |
| 5Y | +339.4% | +57.9% | +281.6% | +133.4% |
| 10Y | +1,803.3% | +70.8% | +1,732.5% | +700.8% |
| All | +3,625.5% | +35.0% | +3,590.5% | +1,385.7% |
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