+474.0%
KORU vs INVH
-9.7%
+483.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.0% | +9.0% |
| 7D | -1.7% | -3.0% | +1.3% | -0.4% |
| 30D | +13.5% | -7.5% | +21.1% | +16.8% |
| 3M | -45.2% | -5.5% | -39.7% | -45.4% |
| 6M | +17.1% | +11.7% | +5.4% | +1.3% |
| YTD | +154.1% | +1.3% | +152.8% | +134.7% |
| 1Y | +375.7% | -6.1% | +381.8% | +368.5% |
| 3Y | +474.0% | -9.8% | +483.8% | +449.5% |
| All | +474.0% | -9.7% | +483.7% | +449.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling