+62.9%
KORU vs IP
+23.4%
+39.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.2% | +11.2% | +11.5% |
| 7D | +13.0% | -5.3% | +18.3% | +18.9% |
| 30D | +27.3% | -10.9% | +38.1% | +41.2% |
| 3M | -55.3% | +11.2% | -66.5% | -60.2% |
| 6M | +11.6% | -10.2% | +21.8% | +20.9% |
| YTD | +158.5% | -2.0% | +160.5% | +157.2% |
| 1Y | +482.2% | -19.1% | +501.2% | +567.8% |
| 3Y | +471.9% | +20.9% | +451.1% | +292.7% |
| 5Y | +41.1% | -17.8% | +59.0% | +46.3% |
| All | +62.9% | +23.4% | +39.5% | +21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling