+58.2%
KORU vs ROIV
+232.7%
-174.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.5% | +11.9% | +13.0% |
| 7D | +13.0% | +0.6% | +12.4% | +12.8% |
| 30D | +27.3% | +1.0% | +26.3% | +26.5% |
| 3M | -55.3% | +18.3% | -73.6% | -56.8% |
| 6M | +11.6% | +18.3% | -6.7% | +8.2% |
| YTD | +158.5% | +61.0% | +97.6% | +130.8% |
| 1Y | +482.2% | +177.9% | +304.3% | +348.3% |
| 3Y | +471.9% | +199.1% | +272.8% | +323.2% |
| 5Y | +41.1% | +250.7% | -209.6% | -17.2% |
| All | +58.2% | +232.7% | -174.4% | -5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling