+482.2%
KORU vs IVZ
+56.4%
+425.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.1% | +12.3% | +11.4% |
| 7D | +13.0% | +0.6% | +12.4% | +12.0% |
| 30D | +27.3% | +4.0% | +23.3% | +18.5% |
| 3M | -55.3% | +18.2% | -73.5% | -63.5% |
| 6M | +11.6% | +32.8% | -21.2% | -23.6% |
| YTD | +158.5% | +28.7% | +129.8% | +77.3% |
| 1Y | +482.2% | +55.4% | +426.8% | +226.0% |
| All | +482.2% | +56.4% | +425.7% | +226.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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