+33.3%
KORU vs VIAV
+408.3%
-375.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.6% |
| 7D | +20.1% | +13.6% | +6.5% | +7.8% |
| 30D | +47.5% | +5.3% | +42.1% | +43.5% |
| 3M | -30.1% | -15.6% | -14.4% | -12.8% |
| 6M | +20.1% | +34.0% | -13.9% | +13.6% |
| YTD | +166.6% | +119.9% | +46.7% | +72.7% |
| 1Y | +458.9% | +235.2% | +223.8% | +160.3% |
| 3Y | +531.8% | +299.8% | +232.0% | +137.2% |
| 5Y | +67.7% | +140.1% | -72.4% | -6.5% |
| 10Y | +91.6% | +420.3% | -328.8% | -24.4% |
| All | +33.3% | +408.3% | -375.0% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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