-35.0%
KORU vs INIO
-38.1%
+3.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.8% | +5.1% | +2.7% |
| 7D | -1.7% | -2.0% | +0.3% | +1.3% |
| 30D | +13.5% | -27.9% | +41.5% | +96.2% |
| 3M | -45.2% | -39.0% | -6.2% | +47.4% |
| All | -35.0% | -38.1% | +3.1% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling