+3.3%
KORU vs INTU
-46.8%
+50.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.6% | +17.8% | +19.0% |
| 7D | -18.1% | -3.9% | -14.2% | -20.8% |
| 30D | -45.7% | +12.0% | -57.7% | -39.1% |
| 3M | -51.6% | +2.3% | -53.9% | -47.7% |
| 6M | -82.6% | -12.1% | -70.5% | -79.8% |
| YTD | -5.9% | -47.5% | +41.6% | -1.0% |
| 1Y | +3.3% | -46.9% | +50.2% | +8.3% |
| All | +3.3% | -46.8% | +50.1% | +8.3% |
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