+375.7%
KORU vs VIK
+34.6%
+341.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.2% | +7.8% | +7.3% |
| 7D | -1.7% | -0.9% | -0.8% | -0.4% |
| 30D | +13.5% | -18.4% | +31.9% | +48.8% |
| 3M | -45.2% | -8.8% | -36.4% | -37.4% |
| 6M | +17.1% | +17.1% | 0.0% | +2.9% |
| YTD | +154.1% | +19.0% | +135.1% | +124.0% |
| 1Y | +375.7% | +30.1% | +345.5% | +294.1% |
| All | +375.7% | +34.6% | +341.1% | +294.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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