+67.9%
KORU price history and return analytics
+226.9%
-159.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.7% | -9.5% |
| 7D | +2.3% | -2.0% | +4.3% | +10.1% |
| 30D | +20.0% | -1.4% | +21.4% | +28.9% |
| 3M | -32.7% | +4.7% | -37.5% | -33.0% |
| 6M | +13.3% | +11.4% | +2.0% | +14.0% |
| YTD | +133.2% | +13.1% | +120.2% | +137.4% |
| 1Y | +357.3% | +19.0% | +338.2% | +311.2% |
| 3Y | +452.7% | +73.9% | +378.7% | +82.2% |
| 5Y | +47.2% | +65.4% | -18.2% | -30.0% |
| All | +67.9% | +226.9% | -159.0% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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