+1,017.7%
V vs KORU
-59.2%
+1,076.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.2% | +6.6% | +1.0% |
| 7D | +0.8% | -34.5% | +35.3% | +4.1% |
| 30D | +9.9% | -59.6% | +69.6% | +18.1% |
| 3M | +17.5% | -56.1% | +73.6% | +22.4% |
| 6M | +33.5% | -84.7% | +118.2% | +41.3% |
| YTD | +21.6% | -20.6% | +42.1% | -7.3% |
| 1Y | +27.6% | -13.9% | +41.5% | -4.6% |
| 3Y | +76.4% | +114.9% | -38.4% | +2.4% |
| 5Y | +103.8% | -36.0% | +139.8% | +36.4% |
| 10Y | +455.5% | -27.8% | +483.3% | +196.3% |
| All | +1,017.7% | -59.2% | +1,076.9% | +501.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling