+489.6%
KORU vs KVUE
-20.4%
+510.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.0% | +9.0% |
| 7D | -1.7% | -5.1% | +3.4% | -1.3% |
| 30D | +13.5% | -6.3% | +19.9% | +14.1% |
| 3M | -45.2% | -0.5% | -44.7% | -45.9% |
| 6M | +17.1% | +3.1% | +14.0% | +14.4% |
| YTD | +154.1% | +6.7% | +147.4% | +148.4% |
| 1Y | +375.7% | -1.1% | +376.8% | +370.0% |
| 3Y | +474.0% | -8.7% | +482.8% | +465.7% |
| All | +489.6% | -20.4% | +510.1% | +513.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 all: compounded portfolio wealth divided by compounded KVUE 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…
all analysis · Full analysis span regression · 6 months rolling