+239.9%
KORU vs IRE
-84.4%
+324.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +14.0% | -0.5% | +7.8% |
| 7D | +13.0% | +54.8% | -41.8% | -5.7% |
| 30D | +27.3% | +18.4% | +8.9% | +17.1% |
| 3M | -55.3% | -66.7% | +11.5% | -35.4% |
| 6M | +11.6% | -52.3% | +63.9% | +36.8% |
| YTD | +158.5% | -52.3% | +210.9% | +205.7% |
| All | +239.9% | -84.4% | +324.4% | +348.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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