+22.5%
KORU vs VICR
+76.0%
-53.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -11.1% | +5.9% | +6.9% |
| 7D | -24.3% | -26.6% | +2.3% | +5.8% |
| 30D | -54.2% | -47.9% | -6.3% | -7.5% |
| 3M | -45.4% | -29.8% | -15.7% | -25.7% |
| 6M | -66.5% | -36.6% | -29.8% | -38.3% |
| YTD | +14.9% | +45.1% | -30.2% | -7.2% |
| 1Y | +22.5% | +80.0% | -57.5% | -23.9% |
| All | +22.5% | +76.0% | -53.4% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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