+68.3%
KORU vs VRTX
+176.9%
-108.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +2.2% |
| 7D | +20.1% | -6.4% | +26.5% | +23.9% |
| 30D | +47.5% | -0.5% | +48.0% | +46.9% |
| 3M | -30.1% | +16.9% | -47.0% | -37.0% |
| 6M | +20.1% | +13.1% | +7.1% | +9.4% |
| YTD | +166.6% | +14.9% | +151.6% | +144.0% |
| 1Y | +458.9% | +31.4% | +427.5% | +377.5% |
| 3Y | +531.8% | +51.9% | +479.9% | +364.2% |
| All | +68.3% | +176.9% | -108.7% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling