+57.9%
KORU vs INTU
-40.9%
+98.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.7% | +3.3% |
| 7D | +24.3% | -7.5% | +31.8% | +28.0% |
| 30D | +37.3% | -1.9% | +39.3% | +36.3% |
| 3M | -32.8% | +4.9% | -37.6% | -38.8% |
| 6M | +36.9% | -33.2% | +70.1% | +57.4% |
| YTD | +162.6% | -51.4% | +214.0% | +273.3% |
| 1Y | +467.0% | -52.0% | +519.0% | +710.1% |
| 3Y | +522.4% | -40.7% | +563.0% | +609.0% |
| 5Y | +57.9% | -41.7% | +99.6% | +55.9% |
| All | +57.9% | -40.9% | +98.7% | +55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling