+2.1%
AAL vs KORU
+487.7%
-485.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +13.4% | -12.2% | 0.0% |
| 7D | -3.7% | +13.0% | -16.7% | -4.9% |
| 30D | -20.8% | +27.3% | -48.1% | -23.2% |
| 3M | -1.3% | -55.3% | +54.0% | -0.2% |
| 6M | +5.4% | +11.6% | -6.2% | -9.8% |
| YTD | -14.4% | +158.5% | -172.9% | -33.9% |
| 1Y | +2.1% | +482.2% | -480.1% | -29.5% |
| All | +2.1% | +487.7% | -485.6% | -29.5% |
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