-82.6%
KORU vs IWD
+13.2%
-95.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.4% | +18.0% | +15.7% |
| 7D | -18.1% | -0.6% | -17.6% | -8.7% |
| 30D | -45.7% | +3.6% | -49.3% | -53.4% |
| 3M | -51.6% | +2.7% | -54.2% | -57.0% |
| 6M | -82.6% | +13.2% | -95.8% | -94.7% |
| All | -82.6% | +13.2% | -95.8% | -94.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling