+29.3%
KORU vs ISRG
+564.0%
-534.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.3% | +14.2% |
| 7D | +13.0% | -1.6% | +14.6% | +14.6% |
| 30D | +27.3% | -2.3% | +29.5% | +28.6% |
| 3M | -55.3% | -12.4% | -42.8% | -53.3% |
| 6M | +11.6% | -26.8% | +38.4% | +37.8% |
| YTD | +158.5% | -35.3% | +193.8% | +255.1% |
| 1Y | +482.2% | -19.3% | +501.5% | +547.1% |
| 3Y | +471.9% | +18.1% | +453.8% | +346.8% |
| 5Y | +41.1% | +2.6% | +38.5% | +23.2% |
| 10Y | +80.2% | +379.4% | -299.3% | -33.8% |
| All | +29.3% | +564.0% | -534.7% | -57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling