+22.5%
KORU vs ILMN
+92.1%
-69.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.9% | -0.4% | -0.7% |
| 7D | -24.3% | -21.6% | -2.8% | -5.5% |
| 30D | -54.2% | -22.9% | -31.3% | -41.4% |
| 3M | -45.4% | +11.6% | -57.0% | -51.4% |
| 6M | -66.5% | +62.5% | -129.0% | -77.2% |
| YTD | +14.9% | +72.7% | -57.8% | -29.6% |
| 1Y | +22.5% | +93.9% | -71.3% | -30.3% |
| All | +22.5% | +92.1% | -69.6% | -30.3% |
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