+666.7%
IGV vs KORU
+35.0%
+631.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.0% |
| 7D | -3.3% | +24.3% | -27.6% | -6.4% |
| 30D | 0.0% | +37.3% | -37.4% | -5.7% |
| 3M | +7.3% | -32.8% | +40.1% | +4.0% |
| 6M | +16.7% | +36.9% | -20.2% | -9.4% |
| YTD | -2.8% | +162.6% | -165.5% | -35.9% |
| 1Y | -6.7% | +467.0% | -473.7% | -47.9% |
| 3Y | +41.1% | +522.4% | -481.2% | -28.8% |
| 5Y | +22.0% | +57.9% | -35.9% | -26.2% |
| 10Y | +357.9% | +70.8% | +287.2% | +124.9% |
| All | +666.7% | +35.0% | +631.7% | +257.8% |
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