+482.2%
KORU vs VRSK
-30.3%
+512.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.5% | +16.0% | +10.3% |
| 7D | +13.0% | -3.1% | +16.1% | +9.2% |
| 30D | +27.3% | -1.6% | +28.8% | +25.8% |
| 3M | -55.3% | +3.5% | -58.8% | -49.6% |
| 6M | +11.6% | -13.4% | +25.0% | +22.7% |
| YTD | +158.5% | -16.5% | +175.0% | +147.8% |
| 1Y | +482.2% | -30.6% | +512.7% | +388.2% |
| All | +482.2% | -30.3% | +512.4% | +388.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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