+42.0%
SOFI vs KORU
+16.8%
+25.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +9.0% | -8.3% | -1.5% |
| 7D | -4.9% | -1.7% | -3.2% | -4.9% |
| 30D | -3.5% | +13.5% | -17.0% | -7.9% |
| 3M | +3.9% | -45.2% | +49.1% | +6.2% |
| 6M | -6.5% | +17.1% | -23.7% | -35.7% |
| YTD | -33.8% | +154.1% | -188.0% | -68.4% |
| 1Y | -33.3% | +375.7% | -409.0% | -75.5% |
| 3Y | +94.6% | +474.0% | -379.4% | -42.2% |
| 5Y | +13.3% | +60.4% | -47.1% | -53.3% |
| All | +42.0% | +16.8% | +25.1% | -38.0% |
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