+22.5%
KORU vs IRE
-97.6%
+120.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -23.2% | +18.0% | +4.6% |
| 7D | -24.3% | -46.8% | +22.5% | -3.8% |
| 30D | -54.2% | -75.5% | +21.3% | -20.8% |
| 3M | -45.4% | -79.4% | +34.0% | -1.2% |
| 6M | -66.5% | -91.3% | +24.8% | -17.7% |
| YTD | +14.9% | -90.8% | +105.7% | +161.0% |
| 1Y | +22.5% | -97.7% | +120.3% | +209.2% |
| All | +22.5% | -97.6% | +120.1% | +209.2% |
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