+82.9%
KORU vs VRSK
+126.1%
-43.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -5.2% | +3.5% | +1.6% |
| 30D | +13.5% | -2.3% | +15.9% | +13.9% |
| 3M | -45.2% | -2.9% | -42.3% | -50.2% |
| 6M | +17.1% | -12.8% | +29.9% | +12.1% |
| YTD | +154.1% | -20.8% | +175.0% | +162.5% |
| 1Y | +375.7% | -33.2% | +408.9% | +460.6% |
| 3Y | +474.0% | -26.6% | +500.6% | +450.4% |
| 5Y | +60.4% | -11.3% | +71.7% | +19.2% |
| All | +82.9% | +126.1% | -43.1% | -56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling