-61.9%
KORU vs INTU
+501.4%
-563.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.8% | +9.6% | +8.4% |
| 7D | -35.0% | +0.1% | -35.1% | -35.3% |
| 30D | -65.5% | +15.4% | -81.0% | -70.1% |
| 3M | -58.9% | +6.6% | -65.5% | -63.8% |
| 6M | -83.5% | -11.3% | -72.2% | -85.7% |
| YTD | -23.9% | -47.7% | +23.8% | -1.2% |
| 1Y | -12.4% | -47.0% | +34.6% | +11.5% |
| 3Y | +82.1% | -29.9% | +112.0% | +64.8% |
| 5Y | -42.6% | -42.2% | -0.4% | -37.3% |
| 10Y | -37.4% | +251.7% | -289.1% | -86.8% |
| All | -61.9% | +501.4% | -563.3% | -93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling