+245.3%
KORU vs IRE
-82.8%
+328.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +10.2% | -8.7% | -2.6% |
| 7D | +24.3% | +58.9% | -34.6% | +2.6% |
| 30D | +37.3% | +17.2% | +20.2% | +27.1% |
| 3M | -32.8% | -58.6% | +25.8% | -13.8% |
| 6M | +36.9% | -23.5% | +60.4% | +49.4% |
| YTD | +162.6% | -47.4% | +210.1% | +197.9% |
| All | +245.3% | -82.8% | +328.1% | +336.8% |
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