+27.1%
KORU vs ITOT
+483.3%
-456.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.1% | +6.6% |
| 7D | -1.7% | -0.9% | -0.8% | +1.2% |
| 30D | +13.5% | -1.5% | +15.0% | +19.7% |
| 3M | -45.2% | +3.6% | -48.8% | -46.1% |
| 6M | +17.1% | +13.7% | +3.4% | +5.2% |
| YTD | +154.1% | +12.9% | +141.2% | +139.7% |
| 1Y | +375.7% | +17.2% | +358.5% | +319.9% |
| 3Y | +474.0% | +75.6% | +398.4% | +100.3% |
| 5Y | +60.4% | +75.5% | -15.1% | -34.9% |
| 10Y | +82.6% | +302.0% | -219.3% | -85.9% |
| All | +27.1% | +483.3% | -456.2% | -95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling