+22.5%
KORU vs ISRG
-11.6%
+34.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.4% | -14.6% | -5.9% |
| 7D | -24.3% | +8.5% | -32.8% | -24.7% |
| 30D | -54.2% | +18.6% | -72.8% | -55.0% |
| 3M | -45.4% | +30.9% | -76.4% | -47.6% |
| 6M | -66.5% | +6.6% | -73.0% | -62.8% |
| YTD | +14.9% | -14.9% | +29.8% | +67.5% |
| 1Y | +22.5% | -10.5% | +33.1% | +69.5% |
| All | +22.5% | -11.6% | +34.1% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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