+22.5%
KORU vs IAU
+2.6%
+19.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.7% | -8.9% | -13.8% |
| 7D | -24.3% | -0.3% | -24.0% | -23.8% |
| 30D | -54.2% | -1.9% | -52.4% | -51.8% |
| 3M | -45.4% | -0.4% | -45.0% | -43.7% |
| 6M | -66.5% | -10.1% | -56.3% | -51.7% |
| YTD | +14.9% | -5.9% | +20.8% | +95.2% |
| 1Y | +22.5% | +2.9% | +19.6% | +58.7% |
| All | +22.5% | +2.6% | +19.9% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling