+56.9%
KORU vs ITOT
+74.3%
-17.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.1% | +6.3% |
| 7D | -1.7% | -0.9% | -0.8% | +1.6% |
| 30D | +13.5% | -1.5% | +15.0% | +20.4% |
| 3M | -45.2% | +3.6% | -48.8% | -46.3% |
| 6M | +17.1% | +13.7% | +3.4% | +4.1% |
| YTD | +154.1% | +12.9% | +141.2% | +137.4% |
| 1Y | +375.7% | +17.2% | +358.5% | +316.0% |
| 3Y | +474.0% | +75.6% | +398.4% | +100.1% |
| All | +56.9% | +74.3% | -17.3% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 5y: compounded portfolio wealth divided by compounded ITOT 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…
5y analysis · Full analysis span regression · 6 months rolling