-2.1%
IGV vs KORU
+487.7%
-489.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +13.4% | -15.7% | -2.7% |
| 7D | -4.5% | +13.0% | -17.5% | -4.9% |
| 30D | +3.2% | +27.3% | -24.1% | +2.0% |
| 3M | +4.5% | -55.3% | +59.8% | +5.3% |
| 6M | +22.1% | +11.6% | +10.5% | +14.4% |
| YTD | -1.0% | +158.5% | -159.6% | -16.7% |
| 1Y | -2.1% | +482.2% | -484.3% | -24.4% |
| All | -2.1% | +487.7% | -489.8% | -24.4% |
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