+82.9%
KORU vs INDA
+84.7%
-1.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +8.0% | +6.9% |
| 7D | -1.7% | -2.7% | +1.0% | +4.4% |
| 30D | +13.5% | -2.8% | +16.3% | +21.6% |
| 3M | -45.2% | +1.6% | -46.8% | -44.6% |
| 6M | +17.1% | -1.4% | +18.6% | +39.5% |
| YTD | +154.1% | -10.1% | +164.3% | +265.0% |
| 1Y | +375.7% | -8.8% | +384.4% | +565.9% |
| 3Y | +474.0% | +7.6% | +466.4% | +511.1% |
| 5Y | +60.4% | +5.8% | +54.6% | +97.2% |
| All | +82.9% | +84.7% | -1.8% | +20.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling