+67.7%
KORU price history and return analytics
+65.7%
+2.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +4.1% |
| 7D | +20.1% | -0.1% | +20.2% | +20.6% |
| 30D | +47.5% | -0.7% | +48.1% | +54.3% |
| 3M | -30.1% | +4.0% | -34.1% | -29.0% |
| 6M | +20.1% | +12.3% | +7.8% | +15.8% |
| YTD | +166.6% | +14.0% | +152.6% | +160.3% |
| 1Y | +458.9% | +20.3% | +438.6% | +377.9% |
| 3Y | +531.8% | +75.4% | +456.3% | +98.4% |
| 5Y | +67.7% | +66.0% | +1.7% | -23.6% |
| All | +67.7% | +65.7% | +2.0% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling