+375.7%
KORU vs VRSK
-32.3%
+408.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +9.2% |
| 7D | -1.7% | -5.2% | +3.5% | -8.1% |
| 30D | +13.5% | -2.3% | +15.9% | +11.4% |
| 3M | -45.2% | -2.9% | -42.3% | -43.0% |
| 6M | +17.1% | -12.8% | +29.9% | +23.5% |
| YTD | +154.1% | -20.8% | +175.0% | +127.3% |
| 1Y | +375.7% | -33.2% | +408.9% | +261.4% |
| All | +375.7% | -32.3% | +408.0% | +261.4% |
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 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