+482.2%
KORU vs IR
-1.2%
+483.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.3% | +12.2% | +11.6% |
| 7D | +13.0% | -2.8% | +15.8% | +18.0% |
| 30D | +27.3% | -15.1% | +42.4% | +60.6% |
| 3M | -55.3% | +6.1% | -61.3% | -58.9% |
| 6M | +11.6% | -16.8% | +28.4% | +36.4% |
| YTD | +158.5% | -3.5% | +162.1% | +196.0% |
| 1Y | +482.2% | -3.5% | +485.6% | +602.0% |
| All | +482.2% | -1.2% | +483.4% | +602.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling