+9.6%
KORU vs IQV
+488.0%
-478.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.1% | -12.6% | -12.6% |
| 7D | +2.3% | -5.3% | +7.6% | +7.3% |
| 30D | +20.0% | +5.5% | +14.5% | +14.0% |
| 3M | -32.7% | +41.2% | -74.0% | -58.1% |
| 6M | +13.3% | +50.5% | -37.2% | -33.3% |
| YTD | +133.2% | +14.1% | +119.1% | +76.9% |
| 1Y | +357.3% | +39.9% | +317.3% | +176.6% |
| 3Y | +452.7% | +20.5% | +432.2% | +257.6% |
| 5Y | +47.2% | -1.2% | +48.4% | +24.1% |
| 10Y | +67.6% | +233.9% | -166.3% | -52.3% |
| All | +9.6% | +488.0% | -478.4% | -75.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling