+22.5%
KORU vs IWF
-1.6%
+24.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -7.7% |
| 7D | -24.3% | -4.2% | -20.2% | -0.4% |
| 30D | -54.2% | -8.1% | -46.1% | -18.5% |
| 3M | -45.4% | -5.1% | -40.4% | -15.5% |
| 6M | -66.5% | -1.4% | -65.0% | -39.8% |
| YTD | +14.9% | -0.1% | +15.0% | +93.6% |
| 1Y | +22.5% | -1.3% | +23.8% | +118.7% |
| All | +22.5% | -1.6% | +24.2% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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