+502.1%
KORU price history and return analytics
+74.2%
+428.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +4.8% |
| 7D | +20.1% | -0.1% | +20.2% | +20.7% |
| 30D | +47.5% | -0.7% | +48.1% | +56.0% |
| 3M | -30.1% | +4.0% | -34.1% | -29.6% |
| 6M | +20.1% | +12.3% | +7.8% | +12.6% |
| YTD | +166.6% | +14.0% | +152.6% | +153.4% |
| 1Y | +458.9% | +20.3% | +438.6% | +359.1% |
| All | +502.1% | +74.2% | +428.0% | +40.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling