+375.7%
KORU vs VALE
+57.8%
+317.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.7% |
| 7D | -1.7% | -0.3% | -1.4% | -1.0% |
| 30D | +13.5% | +8.6% | +4.9% | -8.3% |
| 3M | -45.2% | +2.0% | -47.2% | -45.9% |
| 6M | +17.1% | +2.1% | +15.0% | +30.0% |
| YTD | +154.1% | +20.2% | +133.9% | +146.1% |
| 1Y | +375.7% | +55.2% | +320.5% | +140.5% |
| All | +375.7% | +57.8% | +317.8% | +140.5% |
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