+33.3%
KORU vs INDA
+125.7%
-92.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +3.1% |
| 7D | +20.1% | -2.6% | +22.7% | +26.1% |
| 30D | +47.5% | -2.9% | +50.4% | +56.6% |
| 3M | -30.1% | +2.4% | -32.4% | -30.2% |
| 6M | +20.1% | -2.6% | +22.8% | +43.4% |
| YTD | +166.6% | -10.0% | +176.5% | +268.0% |
| 1Y | +458.9% | -7.7% | +466.6% | +641.4% |
| 3Y | +531.8% | +8.9% | +522.9% | +560.9% |
| 5Y | +67.7% | +6.0% | +61.7% | +105.1% |
| 10Y | +91.6% | +84.4% | +7.2% | +31.5% |
| All | +33.3% | +125.7% | -92.4% | -23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling