+474.0%
KORU vs VRTX
+50.1%
+423.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -5.6% | +3.9% | +0.7% |
| 30D | +13.5% | -2.0% | +15.5% | +13.9% |
| 3M | -45.2% | +15.8% | -61.0% | -49.9% |
| 6M | +17.1% | +4.7% | +12.4% | +12.6% |
| YTD | +154.1% | +13.7% | +140.4% | +137.3% |
| 1Y | +375.7% | +29.7% | +346.0% | +321.9% |
| 3Y | +474.0% | +48.4% | +425.6% | +372.1% |
| All | +474.0% | +50.1% | +423.9% | +372.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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