+482.2%
KORU vs INDA
-5.0%
+487.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.5% | +13.5% |
| 7D | +13.0% | +0.7% | +12.3% | +9.6% |
| 30D | +27.3% | -0.8% | +28.1% | +33.4% |
| 3M | -55.3% | +3.9% | -59.2% | -57.3% |
| 6M | +11.6% | -0.7% | +12.3% | +27.5% |
| YTD | +158.5% | -7.7% | +166.2% | +242.1% |
| 1Y | +482.2% | -5.1% | +487.3% | +615.8% |
| All | +482.2% | -5.0% | +487.1% | +615.8% |
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