+16.6%
KORU vs VICR
+3,468.1%
-3,451.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.2% | -9.4% | -10.8% |
| 7D | +2.3% | -0.4% | +2.7% | +2.8% |
| 30D | +20.0% | -15.6% | +35.6% | +31.9% |
| 3M | -32.7% | -35.4% | +2.7% | -8.7% |
| 6M | +13.3% | +1.3% | +12.0% | +36.2% |
| YTD | +133.2% | +62.5% | +70.8% | +131.6% |
| 1Y | +357.3% | +255.5% | +101.8% | +220.2% |
| 3Y | +452.7% | +182.0% | +270.7% | +282.9% |
| 5Y | +47.2% | +42.9% | +4.3% | +15.1% |
| 10Y | +67.6% | +1,494.0% | -1,426.4% | -50.6% |
| All | +16.6% | +3,468.1% | -3,451.5% | -74.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling