-91.6%
SOXS vs KORU
+20.3%
-112.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.3% | +14.0% | +5.2% |
| 7D | +46.7% | -24.3% | +71.0% | +26.6% |
| 30D | +97.0% | -54.2% | +151.2% | +34.5% |
| 3M | +39.5% | -45.4% | +85.0% | +26.2% |
| 6M | -54.9% | -66.5% | +11.5% | -29.3% |
| YTD | -90.4% | +14.9% | -105.3% | -40.0% |
| 1Y | -91.6% | +22.5% | -114.2% | -39.5% |
| All | -91.6% | +20.3% | -112.0% | -39.5% |
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