+482.2%
KORU vs IT
-24.5%
+506.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.6% | +18.1% | +11.0% |
| 7D | +13.0% | -6.0% | +19.0% | +9.5% |
| 30D | +27.3% | 0.0% | +27.3% | +28.6% |
| 3M | -55.3% | +13.1% | -68.4% | -43.6% |
| 6M | +11.6% | +11.7% | -0.1% | +44.4% |
| YTD | +158.5% | -26.1% | +184.6% | +235.1% |
| 1Y | +482.2% | -21.3% | +503.4% | +685.4% |
| All | +482.2% | -24.5% | +506.6% | +685.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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