+3.6%
AAL vs KORU
-82.5%
+86.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.4% | -0.6% |
| 7D | -0.1% | +11.1% | -11.2% | -1.0% |
| 30D | +11.7% | -40.6% | +52.3% | +14.6% |
| 3M | -12.5% | -63.9% | +51.3% | -7.8% |
| 6M | +3.6% | -82.8% | +86.4% | +8.9% |
| All | +3.6% | -82.5% | +86.1% | +8.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling