+57.9%
KORU vs ROIV
+316.9%
-259.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +18.8% | -17.2% | -4.2% |
| 7D | +24.3% | +20.2% | +4.1% | +16.8% |
| 30D | +37.3% | +14.1% | +23.2% | +30.7% |
| 3M | -32.8% | +45.6% | -78.4% | -39.7% |
| 6M | +36.9% | +44.1% | -7.2% | +24.4% |
| YTD | +162.6% | +91.2% | +71.5% | +121.3% |
| 1Y | +467.0% | +221.3% | +245.7% | +315.5% |
| 3Y | +522.4% | +229.2% | +293.2% | +343.6% |
| 5Y | +57.9% | +316.5% | -258.6% | -17.3% |
| All | +57.9% | +316.9% | -259.0% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling