-68.3%
AAL vs KORU
-16.9%
-51.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.9% | -0.7% | -4.5% |
| 7D | +2.9% | +24.3% | -21.4% | -2.2% |
| 30D | +6.5% | -44.8% | +51.3% | +15.9% |
| 3M | -10.9% | -60.0% | +49.2% | +0.3% |
| 6M | +4.9% | -78.7% | +83.6% | +12.7% |
| YTD | -13.2% | -10.6% | -2.6% | -46.1% |
| 1Y | -1.1% | -3.8% | +2.7% | -40.4% |
| 3Y | +12.8% | +142.0% | -129.2% | -55.0% |
| 5Y | -34.4% | -33.1% | -1.3% | -65.1% |
| All | -68.3% | -16.9% | -51.3% | -88.6% |
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