+889.2%
V vs KORU
+32.9%
+856.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +13.4% | -14.4% | -2.4% |
| 7D | -1.7% | +13.0% | -14.7% | -3.1% |
| 30D | +2.0% | +27.3% | -25.3% | -1.8% |
| 3M | +17.4% | -55.3% | +72.6% | +17.9% |
| 6M | +17.5% | +11.6% | +5.9% | -3.7% |
| YTD | +7.6% | +158.5% | -151.0% | -25.1% |
| 1Y | +7.7% | +482.2% | -474.4% | -36.1% |
| 3Y | +54.7% | +471.9% | -417.2% | -15.7% |
| 5Y | +73.0% | +41.1% | +31.9% | +13.1% |
| 10Y | +390.9% | +80.2% | +310.7% | +145.9% |
| All | +889.2% | +32.9% | +856.3% | +386.5% |
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