+55.9%
SOXL vs KORU
+20.3%
+35.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.3% | -3.5% | -5.3% |
| 7D | -37.9% | -24.3% | -13.6% | -23.9% |
| 30D | -59.4% | -54.2% | -5.2% | -31.2% |
| 3M | -52.3% | -45.4% | -6.9% | -30.6% |
| 6M | -47.7% | -66.5% | +18.8% | -4.0% |
| YTD | +58.8% | +14.9% | +43.9% | -10.6% |
| 1Y | +55.9% | +22.5% | +33.4% | -17.7% |
| All | +55.9% | +20.3% | +35.6% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling