-60.3%
KORU vs INTU
+499.5%
-559.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.7% | -6.9% | -6.7% |
| 7D | -34.5% | -1.2% | -33.3% | -34.2% |
| 30D | -59.6% | +12.4% | -72.1% | -64.2% |
| 3M | -56.1% | +2.3% | -58.3% | -60.1% |
| 6M | -84.7% | -13.3% | -71.4% | -86.3% |
| YTD | -20.6% | -47.9% | +27.3% | +3.2% |
| 1Y | -13.9% | -47.2% | +33.3% | +9.6% |
| 3Y | +114.9% | -33.9% | +148.8% | +107.5% |
| 5Y | -36.0% | -41.3% | +5.4% | -31.4% |
| 10Y | -27.8% | +237.9% | -265.7% | -84.3% |
| All | -60.3% | +499.5% | -559.8% | -93.3% |
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 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