+375.7%
KORU vs VEEV
-5.2%
+380.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.4% | +9.2% |
| 7D | -1.7% | -4.6% | +2.9% | -3.5% |
| 30D | +13.5% | +8.6% | +4.9% | +18.2% |
| 3M | -45.2% | +62.4% | -107.6% | -32.2% |
| 6M | +17.1% | +40.3% | -23.1% | +52.2% |
| YTD | +154.1% | +17.5% | +136.6% | +248.9% |
| 1Y | +375.7% | -6.1% | +381.8% | +665.6% |
| All | +375.7% | -5.2% | +380.9% | +665.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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