+482.2%
KORU vs INTU
-49.4%
+531.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.4% | +16.8% | +11.1% |
| 7D | +13.0% | -7.1% | +20.1% | +7.6% |
| 30D | +27.3% | +1.5% | +25.8% | +30.3% |
| 3M | -55.3% | +10.7% | -65.9% | -48.0% |
| 6M | +11.6% | -23.8% | +35.4% | +21.2% |
| YTD | +158.5% | -49.3% | +207.8% | +185.5% |
| 1Y | +482.2% | -49.7% | +531.8% | +542.9% |
| All | +482.2% | -49.4% | +531.6% | +542.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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