+2,919.0%
SOXX vs KORU
+19.9%
+2,899.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -12.5% | +9.8% | +0.4% |
| 7D | +3.0% | +2.3% | +0.7% | +2.1% |
| 30D | -3.1% | +20.0% | -23.2% | -9.3% |
| 3M | -4.4% | -32.7% | +28.3% | -4.8% |
| 6M | +52.9% | +13.3% | +39.6% | +17.3% |
| YTD | +72.0% | +133.2% | -61.2% | +3.4% |
| 1Y | +105.1% | +357.3% | -252.2% | +0.6% |
| 3Y | +220.6% | +452.7% | -232.1% | +36.1% |
| 5Y | +244.8% | +47.2% | +197.6% | +87.3% |
| 10Y | +1,537.1% | +67.6% | +1,469.6% | +598.4% |
| All | +2,919.0% | +19.9% | +2,899.1% | +1,142.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling