+426.7%
KORU vs VRSN
+42.7%
+384.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.7% | -13.2% | -12.4% |
| 7D | +2.3% | -1.5% | +3.9% | +2.1% |
| 30D | +20.0% | +0.7% | +19.3% | +20.5% |
| 3M | -32.7% | +0.6% | -33.3% | -31.4% |
| 6M | +13.3% | +21.7% | -8.4% | +7.2% |
| YTD | +133.2% | +20.0% | +113.2% | +120.3% |
| 1Y | +357.3% | +3.2% | +354.1% | +366.8% |
| All | +426.7% | +42.7% | +384.0% | +294.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 3y: compounded portfolio wealth divided by compounded VRSN 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…
3y analysis · Full analysis span regression · 6 months rolling