-65.2%
AAL vs KORU
+76.6%
-141.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.5% | +11.8% | +2.1% |
| 7D | -0.9% | +2.3% | -3.2% | -1.8% |
| 30D | -16.0% | +20.0% | -36.0% | -21.1% |
| 3M | -4.2% | -32.7% | +28.5% | -8.7% |
| 6M | +15.7% | +13.3% | +2.3% | -17.8% |
| YTD | -16.2% | +133.2% | -149.4% | -54.7% |
| 1Y | +0.2% | +357.3% | -357.0% | -57.1% |
| 3Y | -8.1% | +452.7% | -460.7% | -67.2% |
| 5Y | -32.2% | +47.2% | -79.4% | -67.4% |
| All | -65.2% | +76.6% | -141.9% | -88.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling