+56.9%
KORU vs VALE
+40.3%
+16.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.3% |
| 7D | -1.7% | -0.3% | -1.4% | -1.3% |
| 30D | +13.5% | +8.6% | +4.9% | +3.3% |
| 3M | -45.2% | +2.0% | -47.2% | -44.8% |
| 6M | +17.1% | +2.1% | +15.0% | +27.9% |
| YTD | +154.1% | +20.2% | +133.9% | +151.3% |
| 1Y | +375.7% | +55.2% | +320.5% | +276.6% |
| 3Y | +474.0% | +45.9% | +428.1% | +388.3% |
| All | +56.9% | +40.3% | +16.6% | +36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling