+13.0%
AAL vs KORU
+152.3%
-139.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.9% | -0.7% | -5.0% |
| 7D | +2.9% | +24.3% | -21.4% | -0.2% |
| 30D | +6.5% | -44.8% | +51.3% | +12.3% |
| 3M | -10.9% | -60.0% | +49.2% | -3.9% |
| 6M | +4.9% | -78.7% | +83.6% | +9.8% |
| YTD | -13.2% | -10.6% | -2.6% | -39.3% |
| 1Y | -1.1% | -3.8% | +2.7% | -32.6% |
| All | +13.0% | +152.3% | -139.3% | -45.6% |
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 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