+226.8%
SOXX vs KORU
+478.8%
-252.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +9.0% | -7.1% | -0.3% |
| 7D | +1.4% | -1.7% | +3.1% | +1.6% |
| 30D | -3.6% | +13.5% | -17.1% | -8.1% |
| 3M | -10.2% | -45.2% | +35.0% | -5.1% |
| 6M | +54.2% | +17.1% | +37.1% | +18.2% |
| YTD | +75.2% | +154.1% | -78.9% | +0.1% |
| 1Y | +107.5% | +375.7% | -268.2% | -4.8% |
| 3Y | +226.8% | +474.0% | -247.3% | +26.7% |
| All | +226.8% | +478.8% | -252.0% | +26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling