+22.5%
KORU vs IRM
+19.5%
+3.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.7% | -7.0% | -8.5% |
| 7D | -24.3% | +2.6% | -26.9% | -28.0% |
| 30D | -54.2% | +5.6% | -59.8% | -58.7% |
| 3M | -45.4% | -4.7% | -40.7% | -38.1% |
| 6M | -66.5% | -6.1% | -60.4% | -57.5% |
| YTD | +14.9% | +46.3% | -31.4% | -0.7% |
| 1Y | +22.5% | +18.7% | +3.8% | +12.8% |
| All | +22.5% | +19.5% | +3.1% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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