+4,437.1%
SNDK vs KORU
+989.5%
+3,447.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +9.0% | -12.5% | -7.5% |
| 7D | -6.1% | -1.7% | -4.4% | -6.1% |
| 30D | +21.5% | +13.5% | +8.0% | +12.0% |
| 3M | -13.2% | -45.2% | +32.0% | +1.6% |
| 6M | +149.2% | +17.1% | +132.1% | +72.6% |
| YTD | +588.1% | +154.1% | +433.9% | +191.0% |
| 1Y | +1,837.5% | +375.7% | +1,461.9% | +503.8% |
| All | +4,437.1% | +989.5% | +3,447.6% | +843.5% |
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