-7.7%
AAL vs KORU
+521.6%
-529.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -1.9% |
| 7D | -0.3% | +24.3% | -24.6% | -3.3% |
| 30D | -19.0% | +37.3% | -56.3% | -23.3% |
| 3M | -5.1% | -32.8% | +27.7% | -7.1% |
| 6M | +15.5% | +36.9% | -21.4% | -10.7% |
| YTD | -15.8% | +162.6% | -178.4% | -46.3% |
| 1Y | -0.3% | +467.0% | -467.3% | -48.6% |
| 3Y | -7.7% | +522.4% | -530.0% | -59.0% |
| All | -7.7% | +521.6% | -529.2% | -59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling