+25.9%
IWM vs KORU
-26.4%
+52.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +18.4% | -17.6% | -1.3% |
| 7D | -0.3% | -18.1% | +17.8% | +0.8% |
| 30D | +1.9% | -45.7% | +47.6% | +7.1% |
| 3M | -5.7% | -51.6% | +45.9% | -1.7% |
| 6M | -0.3% | -82.6% | +82.3% | +7.3% |
| YTD | +15.8% | -5.9% | +21.7% | -13.6% |
| 1Y | +17.1% | +3.3% | +13.8% | -14.6% |
| 3Y | +73.1% | +154.5% | -81.4% | -4.0% |
| 5Y | +25.9% | -26.6% | +52.4% | -16.0% |
| All | +25.9% | -26.4% | +52.3% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling