+375.7%
KORU vs IWD
+28.9%
+346.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +2.9% |
| 7D | -1.7% | -0.8% | -0.9% | +3.9% |
| 30D | +13.5% | -0.8% | +14.4% | +17.7% |
| 3M | -45.2% | +6.9% | -52.1% | -68.8% |
| 6M | +17.1% | +18.3% | -1.2% | -56.6% |
| YTD | +154.1% | +22.4% | +131.8% | -7.9% |
| 1Y | +375.7% | +27.4% | +348.3% | +54.6% |
| All | +375.7% | +28.9% | +346.7% | +54.6% |
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