+67.7%
KORU vs IOVA
-64.1%
+131.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.1% | +4.6% | +2.1% |
| 7D | +20.1% | -2.2% | +22.3% | +20.6% |
| 30D | +47.5% | +31.7% | +15.8% | +40.0% |
| 3M | -30.1% | +117.3% | -147.3% | -42.0% |
| 6M | +20.1% | +55.8% | -35.7% | +6.2% |
| YTD | +166.6% | +208.8% | -42.2% | +103.5% |
| 1Y | +458.9% | +255.7% | +203.2% | +307.0% |
| 3Y | +531.8% | +41.7% | +490.1% | +370.2% |
| 5Y | +67.7% | -64.9% | +132.6% | +48.7% |
| All | +67.7% | -64.1% | +131.8% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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