+309.6%
IVV vs KORU
-28.2%
+337.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +11.3% | -8.9% | +1.0% |
| 7D | +0.1% | -25.8% | +25.9% | +2.6% |
| 30D | -3.3% | -56.9% | +53.6% | +5.0% |
| 3M | -2.4% | -55.7% | +53.3% | +3.2% |
| 6M | +2.6% | -83.7% | +86.3% | +11.5% |
| YTD | +11.3% | -15.3% | +26.6% | -13.9% |
| 1Y | +13.4% | +3.4% | +10.1% | -15.7% |
| 3Y | +80.3% | +133.8% | -53.5% | +6.6% |
| 5Y | +72.7% | -35.4% | +108.1% | +18.7% |
| 10Y | +309.6% | -27.3% | +336.9% | +135.5% |
| All | +309.6% | -28.2% | +337.8% | +135.5% |
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