+458.9%
KORU vs ROIV
+224.1%
+234.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.0% |
| 7D | +20.1% | +22.3% | -2.2% | +3.2% |
| 30D | +47.5% | +16.9% | +30.6% | +29.8% |
| 3M | -30.1% | +43.9% | -74.0% | -44.2% |
| 6M | +20.1% | +41.6% | -21.5% | -3.8% |
| YTD | +166.6% | +92.7% | +73.9% | +103.0% |
| 1Y | +458.9% | +210.2% | +248.8% | +281.2% |
| All | +458.9% | +224.1% | +234.8% | +281.2% |
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