+495.5%
IVV vs KORU
-59.2%
+554.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.2% | +5.9% | +0.4% |
| 7D | -0.6% | -34.5% | +33.9% | +3.5% |
| 30D | -3.7% | -59.6% | +56.0% | +5.4% |
| 3M | -2.7% | -56.1% | +53.3% | +3.0% |
| 6M | +2.2% | -84.7% | +86.9% | +12.0% |
| YTD | +10.9% | -20.6% | +31.5% | -12.3% |
| 1Y | +11.3% | -13.9% | +25.2% | -13.5% |
| 3Y | +76.9% | +114.9% | -38.0% | +9.1% |
| 5Y | +73.5% | -36.0% | +109.5% | +21.3% |
| 10Y | +307.4% | -27.8% | +335.2% | +133.0% |
| All | +495.5% | -59.2% | +554.7% | +239.2% |
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