+482.2%
KORU vs IEF
-0.2%
+482.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.5% | +13.8% |
| 7D | +13.0% | -0.3% | +13.3% | +17.1% |
| 30D | +27.3% | -0.8% | +28.1% | +39.7% |
| 3M | -55.3% | -1.0% | -54.3% | -46.7% |
| 6M | +11.6% | -2.8% | +14.4% | +52.7% |
| YTD | +158.5% | -1.5% | +160.0% | +259.2% |
| 1Y | +482.2% | -0.4% | +482.6% | +716.2% |
| All | +482.2% | -0.2% | +482.4% | +716.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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