+70.0%
V vs KORU
+52.9%
+17.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +13.4% | -14.4% | -1.6% |
| 7D | -1.7% | +13.0% | -14.7% | -2.3% |
| 30D | +2.0% | +27.3% | -25.3% | +0.4% |
| 3M | +17.4% | -55.3% | +72.6% | +18.2% |
| 6M | +17.5% | +11.6% | +5.9% | +4.8% |
| YTD | +7.6% | +158.5% | -151.0% | -14.6% |
| 1Y | +7.7% | +482.2% | -474.4% | -24.4% |
| 3Y | +54.7% | +471.9% | -417.2% | +1.3% |
| All | +70.0% | +52.9% | +17.1% | +31.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling