+22.5%
KORU vs IP
+2.3%
+20.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.8% | -6.3% |
| 7D | -24.3% | +3.4% | -27.7% | -26.9% |
| 30D | -54.2% | +11.2% | -65.4% | -58.4% |
| 3M | -45.4% | -14.8% | -30.7% | -38.8% |
| 6M | -66.5% | +17.3% | -83.7% | -71.4% |
| YTD | +14.9% | -6.2% | +21.1% | +19.2% |
| 1Y | +22.5% | +2.3% | +20.2% | +27.2% |
| All | +22.5% | +2.3% | +20.3% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1y: compounded portfolio wealth divided by compounded IP 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…
1y analysis · Full analysis span regression · 6 months rolling