+22.5%
KORU vs VALE
+3.0%
+19.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.1% | -9.4% | -14.0% |
| 7D | -24.3% | -0.3% | -24.0% | -25.4% |
| 30D | -54.2% | -19.2% | -35.0% | -26.8% |
| 3M | -45.4% | -20.7% | -24.7% | -9.5% |
| 6M | -66.5% | -25.8% | -40.7% | -25.9% |
| YTD | +14.9% | -9.8% | +24.7% | +151.5% |
| 1Y | +22.5% | +3.7% | +18.9% | +92.1% |
| All | +22.5% | +3.0% | +19.6% | +92.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 VALE 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