+41.1%
SOFI vs KORU
+7.2%
+33.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.5% | +11.8% | +2.2% |
| 7D | -7.0% | +2.3% | -9.3% | -8.0% |
| 30D | -4.3% | +20.0% | -24.3% | -10.1% |
| 3M | +8.4% | -32.7% | +41.2% | +3.8% |
| 6M | -5.9% | +13.3% | -19.2% | -35.0% |
| YTD | -34.3% | +133.2% | -167.5% | -67.9% |
| 1Y | -32.6% | +357.3% | -389.8% | -75.1% |
| 3Y | +101.3% | +452.7% | -351.4% | -40.1% |
| 5Y | +12.6% | +47.2% | -34.6% | -52.6% |
| All | +41.1% | +7.2% | +33.9% | -37.1% |
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