+7.7%
AAL vs KORU
+20.3%
-12.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.3% | +11.6% | +6.8% |
| 7D | +8.3% | -24.3% | +32.7% | +10.7% |
| 30D | +6.2% | -54.2% | +60.4% | +12.9% |
| 3M | -17.7% | -45.4% | +27.8% | -15.0% |
| 6M | +15.4% | -66.5% | +81.9% | +13.2% |
| YTD | -11.1% | +14.9% | -26.0% | -23.4% |
| 1Y | +7.7% | +22.5% | -14.8% | -8.2% |
| All | +7.7% | +20.3% | -12.6% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling