+560.9%
KORU vs VIK
+225.3%
+335.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.4% | +4.9% | +5.0% |
| 7D | +20.1% | -0.8% | +20.9% | +20.9% |
| 30D | +47.5% | -18.0% | +65.5% | +79.1% |
| 3M | -30.1% | -5.8% | -24.3% | -24.1% |
| 6M | +20.1% | +17.2% | +3.0% | +12.3% |
| YTD | +166.6% | +19.1% | +147.5% | +144.0% |
| 1Y | +458.9% | +33.6% | +425.3% | +365.2% |
| All | +560.9% | +225.3% | +335.6% | +208.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling