+374.9%
V vs KORU
+76.6%
+298.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -12.5% | +12.5% | +1.3% |
| 7D | -3.0% | +2.3% | -5.4% | -3.5% |
| 30D | +1.2% | +20.0% | -18.8% | -1.8% |
| 3M | +13.9% | -32.7% | +46.6% | +10.5% |
| 6M | +17.2% | +13.3% | +3.9% | -4.4% |
| YTD | +5.3% | +133.2% | -127.9% | -26.7% |
| 1Y | +9.5% | +357.3% | -347.8% | -33.9% |
| 3Y | +51.9% | +452.7% | -400.7% | -19.5% |
| 5Y | +69.6% | +47.2% | +22.4% | +8.3% |
| All | +374.9% | +76.6% | +298.3% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 10y: compounded portfolio wealth divided by compounded KORU 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…
10y analysis · Full analysis span regression · 6 months rolling