-16.2%
KORU vs INTU
+230.7%
-246.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.4% |
| 7D | +24.3% | -4.1% | +28.5% | +27.7% |
| 30D | -44.8% | +12.8% | -57.7% | -51.0% |
| 3M | -60.0% | +2.1% | -62.1% | -63.6% |
| 6M | -78.7% | -11.5% | -67.2% | -81.3% |
| YTD | -10.6% | -47.9% | +37.4% | +18.4% |
| 1Y | -3.8% | -47.7% | +43.9% | +25.8% |
| 3Y | +142.0% | -34.0% | +175.9% | +132.9% |
| 5Y | -33.1% | -43.5% | +10.5% | -25.0% |
| All | -16.2% | +230.7% | -246.9% | -82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling