+317.7%
SOXL vs KORU
+385.0%
-67.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +9.0% | -3.7% | -0.6% |
| 7D | +3.9% | -1.7% | +5.6% | +4.7% |
| 30D | -14.3% | +13.5% | -27.8% | -23.2% |
| 3M | -45.6% | -45.2% | -0.4% | -25.3% |
| 6M | +117.2% | +17.1% | +100.1% | +63.0% |
| YTD | +189.8% | +154.1% | +35.7% | -3.3% |
| 1Y | +317.7% | +375.7% | -57.9% | -22.5% |
| All | +317.7% | +385.0% | -67.2% | -22.5% |
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 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