+29.3%
KORU vs AA
+171.0%
-141.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.1% | +15.6% | +14.8% |
| 7D | +13.0% | -0.7% | +13.7% | +13.2% |
| 30D | +27.3% | +5.0% | +22.3% | +23.2% |
| 3M | -55.3% | -35.8% | -19.5% | -36.6% |
| 6M | +11.6% | -18.4% | +30.0% | +35.1% |
| YTD | +158.5% | -5.5% | +164.0% | +187.2% |
| 1Y | +482.2% | +61.0% | +421.2% | +359.8% |
| 3Y | +471.9% | +66.2% | +405.7% | +321.9% |
| 5Y | +41.1% | +11.4% | +29.8% | +19.7% |
| 10Y | +80.2% | +116.9% | -36.7% | -27.9% |
| All | +29.3% | +171.0% | -141.7% | -64.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling