+20.1%
KORU vs INFQ
+26.0%
-5.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.9% | +4.4% | +3.7% |
| 7D | +20.1% | +4.8% | +15.3% | +15.9% |
| 30D | +47.5% | +13.4% | +34.0% | +34.1% |
| 3M | -30.1% | -3.3% | -26.8% | -33.8% |
| 6M | +20.1% | +13.7% | +6.4% | -1.4% |
| All | +20.1% | +26.0% | -5.9% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 6mo: compounded portfolio wealth divided by compounded INFQ 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…
6mo analysis · Full analysis span regression · 6 months rolling