+22.5%
KORU vs AA
+13.9%
+8.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.8% | -8.0% | -8.3% |
| 7D | -24.3% | +0.9% | -25.2% | -25.1% |
| 30D | -54.2% | -6.4% | -47.8% | -50.3% |
| 3M | -45.4% | -13.0% | -32.5% | -36.1% |
| 6M | -66.5% | -34.6% | -31.8% | -41.8% |
| YTD | +14.9% | -23.0% | +37.9% | +73.1% |
| 1Y | +22.5% | +16.0% | +6.6% | +39.9% |
| All | +22.5% | +13.9% | +8.6% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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