+482.2%
KORU vs IWD
+30.5%
+451.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.1% | +18.0% |
| 7D | +13.0% | -0.3% | +13.3% | +14.5% |
| 30D | +27.3% | +0.6% | +26.7% | +18.9% |
| 3M | -55.3% | +7.2% | -62.5% | -71.9% |
| 6M | +11.6% | +16.2% | -4.6% | -54.6% |
| YTD | +158.5% | +23.3% | +135.2% | -9.5% |
| 1Y | +482.2% | +29.6% | +452.6% | +86.9% |
| All | +482.2% | +30.5% | +451.7% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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