+375.7%
KORU vs IVZ
+49.7%
+326.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.9% | +7.0% |
| 7D | -1.7% | -2.4% | +0.7% | +2.7% |
| 30D | +13.5% | +3.0% | +10.5% | +7.5% |
| 3M | -45.2% | +14.9% | -60.1% | -54.8% |
| 6M | +17.1% | +36.7% | -19.6% | -21.2% |
| YTD | +154.1% | +25.7% | +128.5% | +81.8% |
| 1Y | +375.7% | +47.7% | +328.0% | +181.9% |
| All | +375.7% | +49.7% | +326.0% | +181.9% |
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