+19.3%
ARM vs KORU
+20.3%
-1.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.3% | 0.0% | -3.8% |
| 7D | -18.7% | -24.3% | +5.6% | -12.1% |
| 30D | -36.7% | -54.2% | +17.5% | -22.3% |
| 3M | -31.6% | -45.4% | +13.8% | -21.8% |
| 6M | -5.6% | -66.5% | +60.8% | +11.4% |
| YTD | +75.5% | +14.9% | +60.6% | +43.1% |
| 1Y | +19.3% | +22.5% | -3.2% | -4.9% |
| All | +19.3% | +20.3% | -1.0% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling