+54.2%
SOXX vs KORU
+21.0%
+33.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +9.0% | -7.1% | -0.1% |
| 7D | +1.4% | -1.7% | +3.1% | +1.6% |
| 30D | -3.6% | +13.5% | -17.1% | -7.6% |
| 3M | -10.2% | -45.2% | +35.0% | -5.5% |
| 6M | +54.2% | +17.1% | +37.1% | +31.0% |
| All | +54.2% | +21.0% | +33.3% | +31.0% |
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