+31.4%
KORU vs IAU
+167.1%
-135.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +3.4% |
| 7D | +24.3% | +0.7% | +23.6% | +23.2% |
| 30D | +37.3% | +0.3% | +37.0% | +37.8% |
| 3M | -32.8% | +0.7% | -33.5% | -30.8% |
| 6M | +36.9% | -15.5% | +52.4% | +72.6% |
| YTD | +162.6% | +1.0% | +161.7% | +195.2% |
| 1Y | +467.0% | +19.6% | +447.5% | +460.7% |
| 3Y | +522.4% | +125.4% | +396.9% | +296.2% |
| 5Y | +57.9% | +140.7% | -82.9% | -2.6% |
| 10Y | +70.8% | +218.1% | -147.4% | -4.7% |
| All | +31.4% | +167.1% | -135.8% | -15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling