+136.1%
SOXL vs KORU
+50.9%
+85.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.1% |
| 7D | +18.4% | +20.1% | -1.7% | +5.0% |
| 30D | -3.2% | +47.5% | -50.6% | -27.0% |
| 3M | -37.6% | -30.1% | -7.5% | -25.7% |
| 6M | +136.1% | +20.1% | +115.9% | +95.2% |
| All | +136.1% | +50.9% | +85.2% | +95.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling