+313.7%
IVV vs KORU
+70.2%
+243.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.8% |
| 7D | +0.5% | +24.3% | -23.8% | -2.4% |
| 30D | -1.0% | +37.3% | -38.3% | -6.0% |
| 3M | +3.9% | -32.8% | +36.6% | +1.6% |
| 6M | +14.5% | +36.9% | -22.4% | -8.2% |
| YTD | +12.9% | +162.6% | -149.7% | -21.5% |
| 1Y | +19.4% | +467.0% | -447.7% | -28.6% |
| 3Y | +78.8% | +522.4% | -443.6% | -3.0% |
| 5Y | +82.2% | +57.9% | +24.3% | +16.9% |
| 10Y | +313.7% | +70.8% | +242.9% | +115.8% |
| All | +313.7% | +70.2% | +243.5% | +115.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling