+1,013.4%
V vs KORU
-56.5%
+1,069.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.3% | -11.4% | -1.3% |
| 7D | -0.8% | -25.8% | +25.1% | +1.2% |
| 30D | +9.5% | -56.9% | +66.4% | +16.9% |
| 3M | +16.7% | -55.7% | +72.4% | +21.5% |
| 6M | +32.9% | -83.7% | +116.6% | +39.9% |
| YTD | +21.1% | -15.3% | +36.4% | -8.3% |
| 1Y | +26.6% | +3.4% | +23.3% | -7.8% |
| 3Y | +78.4% | +133.8% | -55.4% | +2.6% |
| 5Y | +105.5% | -35.4% | +140.8% | +38.0% |
| 10Y | +444.2% | -27.3% | +471.5% | +190.6% |
| All | +1,013.4% | -56.5% | +1,069.9% | +495.9% |
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