+47.2%
KORU vs IVZ
+57.9%
-10.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.5% | -12.0% | -12.0% |
| 7D | +2.3% | -2.4% | +4.7% | +5.2% |
| 30D | +20.0% | +2.5% | +17.5% | +16.9% |
| 3M | -32.7% | +17.1% | -49.8% | -40.7% |
| 6M | +13.3% | +35.1% | -21.8% | -9.4% |
| YTD | +133.2% | +24.3% | +108.9% | +103.4% |
| 1Y | +357.3% | +48.7% | +308.6% | +236.1% |
| 3Y | +452.7% | +135.6% | +317.0% | +139.8% |
| 5Y | +47.2% | +60.3% | -13.1% | -4.2% |
| All | +47.2% | +57.9% | -10.7% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling