-99.8%
SOXS vs KORU
+487.7%
-587.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +13.4% | -23.6% | -0.2% |
| 7D | -7.0% | +13.0% | -20.0% | +3.6% |
| 30D | +2.8% | +27.3% | -24.5% | +34.2% |
| 3M | -9.8% | -55.3% | +45.4% | +19.0% |
| 6M | -99.2% | +11.6% | -110.8% | -88.3% |
| YTD | -99.5% | +158.5% | -258.0% | -82.2% |
| 1Y | -99.8% | +482.2% | -581.9% | -82.6% |
| All | -99.8% | +487.7% | -587.5% | -82.6% |
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