+31.4%
KORU vs VRSN
+528.7%
-497.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +4.5% |
| 7D | +24.3% | -2.1% | +26.4% | +26.4% |
| 30D | +37.3% | -3.9% | +41.2% | +40.0% |
| 3M | -32.8% | -0.1% | -32.7% | -38.3% |
| 6M | +36.9% | +16.4% | +20.5% | +5.1% |
| YTD | +162.6% | +17.2% | +145.4% | +93.8% |
| 1Y | +467.0% | +1.0% | +466.0% | +384.4% |
| 3Y | +522.4% | +39.1% | +483.3% | +256.8% |
| 5Y | +57.9% | +29.0% | +28.9% | -0.6% |
| 10Y | +70.8% | +275.8% | -205.1% | -57.2% |
| All | +31.4% | +528.7% | -497.4% | -79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling