+82.1%
KORU vs IP
+13.9%
+68.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.8% | +5.0% | +5.3% |
| 7D | -35.0% | -5.1% | -29.9% | -32.2% |
| 30D | -65.5% | +8.5% | -74.1% | -67.1% |
| 3M | -58.9% | -13.8% | -45.1% | -54.9% |
| 6M | -83.5% | +5.7% | -89.3% | -84.1% |
| YTD | -23.9% | -9.1% | -14.8% | -20.0% |
| 1Y | -12.4% | -0.8% | -11.6% | -11.9% |
| 3Y | +82.1% | +14.8% | +67.3% | +81.0% |
| All | +82.1% | +13.9% | +68.2% | +81.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling