+47.2%
KORU vs ABT
-11.0%
+58.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.8% | -10.7% | -11.7% |
| 7D | +2.3% | -5.0% | +7.3% | +4.7% |
| 30D | +20.0% | -5.8% | +25.8% | +22.8% |
| 3M | -32.7% | +16.7% | -49.5% | -42.0% |
| 6M | +13.3% | -5.2% | +18.6% | +16.0% |
| YTD | +133.2% | -16.0% | +149.2% | +163.2% |
| 1Y | +357.3% | -18.3% | +375.5% | +421.8% |
| 3Y | +452.7% | +9.2% | +443.4% | +341.3% |
| 5Y | +47.2% | -11.6% | +58.8% | +53.0% |
| All | +47.2% | -11.0% | +58.2% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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