+22.5%
KORU vs IEF
-1.9%
+24.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.5% | -5.8% | -10.2% |
| 7D | -24.3% | +0.9% | -25.2% | -32.1% |
| 30D | -54.2% | +3.1% | -57.3% | -70.4% |
| 3M | -45.4% | -1.4% | -44.1% | -34.9% |
| 6M | -66.5% | -1.6% | -64.9% | -53.8% |
| YTD | +14.9% | -2.1% | +17.0% | +86.6% |
| 1Y | +22.5% | -2.0% | +24.5% | +101.1% |
| All | +22.5% | -1.9% | +24.5% | +101.1% |
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