+502.1%
KORU vs AA
+82.1%
+420.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +3.0% |
| 7D | +20.1% | -0.6% | +20.7% | +20.3% |
| 30D | +47.5% | -1.6% | +49.0% | +49.1% |
| 3M | -30.1% | -29.8% | -0.3% | -6.6% |
| 6M | +20.1% | -16.6% | +36.8% | +46.4% |
| YTD | +166.6% | -4.0% | +170.6% | +198.2% |
| 1Y | +458.9% | +63.5% | +395.4% | +334.2% |
| All | +502.1% | +82.1% | +420.0% | +311.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling