-20.7%
KORU price history and return analytics
+221.8%
-242.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -4.4% |
| 7D | +11.1% | +2.4% | +8.8% | +3.5% |
| 30D | -40.6% | -1.5% | -39.1% | -31.5% |
| 3M | -63.9% | -4.1% | -59.8% | -51.9% |
| 6M | -82.8% | +0.6% | -83.4% | -75.8% |
| YTD | -15.4% | +11.0% | -26.4% | +3.6% |
| 1Y | -3.3% | +13.3% | -16.6% | +11.8% |
| 3Y | +136.2% | +73.4% | +62.8% | -12.0% |
| 5Y | -36.7% | +57.4% | -94.1% | -60.4% |
| All | -20.7% | +221.8% | -242.5% | -90.6% |
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