+149.7%
KORU vs IR
+25.5%
+124.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -5.2% |
| 7D | +24.3% | +4.2% | +20.1% | +18.6% |
| 30D | -44.8% | +8.1% | -52.9% | -48.6% |
| 3M | -60.0% | +0.7% | -60.7% | -59.6% |
| 6M | -78.7% | +16.6% | -95.3% | -81.7% |
| YTD | -10.6% | +7.8% | -18.3% | -12.1% |
| 1Y | -3.8% | +9.9% | -13.7% | -7.4% |
| All | +149.7% | +25.5% | +124.2% | +91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling