+482.2%
KORU vs IJH
+18.2%
+463.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +12.7% |
| 7D | +13.0% | +0.1% | +12.9% | +12.7% |
| 30D | +27.3% | -1.5% | +28.8% | +43.0% |
| 3M | -55.3% | +0.8% | -56.0% | -46.7% |
| 6M | +11.6% | +7.6% | +4.0% | +9.2% |
| YTD | +158.5% | +15.5% | +143.1% | +122.4% |
| 1Y | +482.2% | +16.9% | +465.2% | +397.8% |
| All | +482.2% | +18.2% | +463.9% | +397.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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