+22.5%
KORU vs INDA
-7.3%
+29.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.7% | -8.0% | -15.7% |
| 7D | -24.3% | +6.9% | -31.2% | -43.7% |
| 30D | -54.2% | +7.4% | -61.6% | -67.8% |
| 3M | -45.4% | -1.0% | -44.5% | -42.6% |
| 6M | -66.5% | +2.9% | -69.3% | -66.4% |
| YTD | +14.9% | -7.4% | +22.3% | +38.8% |
| 1Y | +22.5% | -7.4% | +29.9% | +47.2% |
| All | +22.5% | -7.3% | +29.9% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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