+22.5%
KORU vs ROIV
+97.8%
-75.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.1% | -11.3% | -9.6% |
| 7D | -24.3% | +3.0% | -27.3% | -26.1% |
| 30D | -54.2% | +6.8% | -61.1% | -56.3% |
| 3M | -45.4% | +10.5% | -56.0% | -51.1% |
| 6M | -66.5% | +34.8% | -101.3% | -72.4% |
| YTD | +14.9% | +76.2% | -61.3% | -9.4% |
| 1Y | +22.5% | +92.4% | -69.9% | -7.3% |
| All | +22.5% | +97.8% | -75.3% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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