+82.9%
KORU vs IQV
+242.6%
-159.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.2% | +7.3% |
| 7D | -1.7% | -2.2% | +0.5% | +0.4% |
| 30D | +13.5% | +8.3% | +5.2% | +5.2% |
| 3M | -45.2% | +44.6% | -89.8% | -67.3% |
| 6M | +17.1% | +52.6% | -35.4% | -33.6% |
| YTD | +154.1% | +16.1% | +138.0% | +87.3% |
| 1Y | +375.7% | +37.3% | +338.4% | +187.2% |
| 3Y | +474.0% | +21.6% | +452.5% | +257.1% |
| 5Y | +60.4% | +0.5% | +59.9% | +30.7% |
| All | +82.9% | +242.6% | -159.7% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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