+22.5%
KORU vs IT
-17.9%
+40.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.7% | -4.3% |
| 7D | -24.3% | -5.5% | -18.8% | -26.1% |
| 30D | -54.2% | +10.3% | -64.6% | -49.6% |
| 3M | -45.4% | +11.5% | -57.0% | -37.8% |
| 6M | -66.5% | +40.3% | -106.7% | -48.4% |
| YTD | +14.9% | -17.9% | +32.8% | +62.7% |
| 1Y | +22.5% | -8.8% | +31.3% | +69.4% |
| All | +22.5% | -17.9% | +40.4% | +69.4% |
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