+47.5%
KORU vs IP
-17.2%
+64.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.2% | +11.2% | +11.9% |
| 7D | +13.0% | -5.3% | +18.3% | +17.6% |
| 30D | +27.3% | -10.9% | +38.1% | +38.2% |
| 3M | -55.3% | +11.2% | -66.5% | -59.1% |
| 6M | +11.6% | -10.2% | +21.8% | +18.4% |
| YTD | +158.5% | -2.0% | +160.5% | +158.7% |
| 1Y | +482.2% | -19.1% | +501.2% | +551.4% |
| 3Y | +471.9% | +20.9% | +451.1% | +332.7% |
| All | +47.5% | -17.2% | +64.7% | +37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling