+482.2%
KORU vs ILMN
+127.6%
+354.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.0% | +14.5% |
| 7D | +13.0% | +1.2% | +11.8% | +12.0% |
| 30D | +27.3% | +9.2% | +18.1% | +20.0% |
| 3M | -55.3% | +29.8% | -85.1% | -61.4% |
| 6M | +11.6% | +69.2% | -57.6% | -14.5% |
| YTD | +158.5% | +66.4% | +92.2% | +97.8% |
| 1Y | +482.2% | +123.4% | +358.8% | +301.9% |
| All | +482.2% | +127.6% | +354.5% | +301.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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