+24.0%
KORU vs IR
+288.5%
-264.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.3% | +12.2% | +12.1% |
| 7D | +13.0% | -2.8% | +15.8% | +16.9% |
| 30D | +27.3% | -15.1% | +42.4% | +52.0% |
| 3M | -55.3% | +6.1% | -61.3% | -57.5% |
| 6M | +11.6% | -16.8% | +28.4% | +42.3% |
| YTD | +158.5% | -3.5% | +162.1% | +183.9% |
| 1Y | +482.2% | -3.5% | +485.6% | +530.3% |
| 3Y | +471.9% | +9.5% | +462.4% | +434.8% |
| 5Y | +41.1% | +45.1% | -3.9% | +3.2% |
| All | +24.0% | +288.5% | -264.5% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling