+29.3%
KORU vs INTU
+483.2%
-453.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.4% | +16.8% | +15.9% |
| 7D | +13.0% | -7.1% | +20.1% | +19.1% |
| 30D | +27.3% | +1.5% | +25.8% | +22.8% |
| 3M | -55.3% | +10.7% | -65.9% | -63.1% |
| 6M | +11.6% | -23.8% | +35.4% | +11.4% |
| YTD | +158.5% | -49.3% | +207.8% | +262.3% |
| 1Y | +482.2% | -49.7% | +531.8% | +715.3% |
| 3Y | +471.9% | -38.0% | +509.9% | +520.7% |
| 5Y | +41.1% | -38.7% | +79.9% | +49.8% |
| 10Y | +80.2% | +221.3% | -141.2% | -56.8% |
| All | +29.3% | +483.2% | -453.8% | -76.6% |
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