+67.7%
KORU vs IR
+40.4%
+27.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +4.0% |
| 7D | +20.1% | -1.9% | +22.0% | +23.0% |
| 30D | +47.5% | -15.0% | +62.5% | +80.0% |
| 3M | -30.1% | -0.4% | -29.6% | -28.9% |
| 6M | +20.1% | -15.0% | +35.2% | +52.9% |
| YTD | +166.6% | -7.1% | +173.6% | +206.8% |
| 1Y | +458.9% | -7.5% | +466.5% | +537.6% |
| 3Y | +531.8% | +6.3% | +525.5% | +461.6% |
| 5Y | +67.7% | +37.3% | +30.3% | -1.2% |
| All | +67.7% | +40.4% | +27.3% | -1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling