+82.9%
KORU vs INTU
+219.6%
-136.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.8% | +6.2% | +6.9% |
| 7D | -1.7% | -3.3% | +1.6% | +0.8% |
| 30D | +13.5% | -3.9% | +17.5% | +14.2% |
| 3M | -45.2% | +16.6% | -61.8% | -57.4% |
| 6M | +17.1% | -26.4% | +43.6% | +23.0% |
| YTD | +154.1% | -51.0% | +205.1% | +271.4% |
| 1Y | +375.7% | -50.8% | +426.4% | +586.7% |
| 3Y | +474.0% | -40.1% | +514.1% | +535.4% |
| 5Y | +60.4% | -41.2% | +101.6% | +73.2% |
| All | +82.9% | +219.6% | -136.6% | -67.4% |
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