+31.4%
KORU vs VRTX
+889.5%
-858.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.7% | +2.8% |
| 7D | +24.3% | -3.4% | +27.7% | +25.8% |
| 30D | +37.3% | +6.6% | +30.7% | +33.0% |
| 3M | -32.8% | +19.4% | -52.2% | -38.1% |
| 6M | +36.9% | +15.8% | +21.1% | +27.0% |
| YTD | +162.6% | +16.7% | +146.0% | +145.2% |
| 1Y | +467.0% | +33.8% | +433.2% | +402.2% |
| 3Y | +522.4% | +54.2% | +468.2% | +409.9% |
| 5Y | +57.9% | +176.4% | -118.5% | +4.0% |
| 10Y | +70.8% | +443.5% | -372.8% | +1.4% |
| All | +31.4% | +889.5% | -858.2% | -23.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling