+67.7%
KORU vs AA
+15.6%
+52.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.9% |
| 7D | +20.1% | -0.6% | +20.7% | +20.3% |
| 30D | +47.5% | -1.6% | +49.0% | +49.0% |
| 3M | -30.1% | -29.8% | -0.3% | -8.6% |
| 6M | +20.1% | -16.6% | +36.8% | +44.0% |
| YTD | +166.6% | -4.0% | +170.6% | +195.2% |
| 1Y | +458.9% | +63.5% | +395.4% | +339.0% |
| 3Y | +531.8% | +86.8% | +445.0% | +336.0% |
| 5Y | +67.7% | +12.4% | +55.3% | +42.7% |
| All | +67.7% | +15.6% | +52.1% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling