+13.0%
IVV vs KORU
+24.7%
-11.7%
-7.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +13.4% | -13.8% | -1.0% |
| 7D | +0.1% | +13.0% | -12.9% | -0.5% |
| 30D | +0.1% | +27.3% | -27.2% | -1.5% |
| 3M | +2.0% | -55.3% | +57.3% | +2.9% |
| 6M | +13.0% | +11.6% | +1.4% | +4.1% |
| All | +13.0% | +24.7% | -11.7% | +4.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling