+365.7%
ALAB vs KORU
+451.6%
-86.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +1.6% | -8.5% | -7.4% |
| 7D | +3.2% | +24.3% | -21.1% | -3.6% |
| 30D | -13.6% | +37.3% | -50.9% | -23.4% |
| 3M | -16.6% | -32.8% | +16.2% | -14.7% |
| 6M | +142.3% | +36.9% | +105.4% | +70.1% |
| YTD | +73.6% | +162.6% | -89.0% | -14.2% |
| 1Y | +33.7% | +467.0% | -433.4% | -52.7% |
| All | +365.7% | +451.6% | -86.0% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling