+133.8%
KORU vs ROIV
+351.4%
-217.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +4.6% | +6.7% | +8.0% |
| 7D | -25.8% | +13.3% | -39.2% | -31.0% |
| 30D | -56.9% | +14.8% | -71.7% | -60.1% |
| 3M | -55.7% | +11.9% | -67.6% | -59.3% |
| 6M | -83.7% | +42.4% | -126.1% | -86.9% |
| YTD | -15.3% | +87.4% | -102.7% | -40.3% |
| 1Y | +3.4% | +97.2% | -93.9% | -30.2% |
| 3Y | +133.8% | +375.7% | -241.9% | -0.6% |
| All | +133.8% | +351.4% | -217.6% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling