+112.0%
IBM vs KORU
+55.4%
+56.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.3% |
| 7D | +0.3% | +24.3% | -24.0% | -0.7% |
| 30D | -1.5% | +37.3% | -38.8% | -3.2% |
| 3M | -16.8% | -32.8% | +16.0% | -18.0% |
| 6M | -9.0% | +36.9% | -45.9% | -18.8% |
| YTD | -20.1% | +162.6% | -182.7% | -34.5% |
| 1Y | -7.0% | +467.0% | -474.0% | -30.4% |
| 3Y | +72.4% | +522.4% | -450.0% | +21.3% |
| 5Y | +112.0% | +57.9% | +54.1% | +59.9% |
| All | +112.0% | +55.4% | +56.6% | +59.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling