+4.4%
KORU vs IRE
-97.7%
+102.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -15.8% | +9.6% | +0.5% |
| 7D | -34.5% | -41.9% | +7.4% | -18.8% |
| 30D | -59.6% | -75.1% | +15.5% | -30.6% |
| 3M | -56.1% | -82.4% | +26.3% | -14.9% |
| 6M | -84.7% | -95.5% | +10.8% | -53.9% |
| YTD | -20.6% | -93.1% | +72.5% | +98.2% |
| 1Y | -13.9% | -97.8% | +83.9% | +149.6% |
| All | +4.4% | -97.7% | +102.2% | +190.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling