+31.4%
KORU vs ABT
+273.3%
-242.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +3.9% |
| 7D | +24.3% | -3.1% | +27.4% | +27.7% |
| 30D | +37.3% | -2.1% | +39.5% | +38.8% |
| 3M | -32.8% | +17.4% | -50.2% | -47.8% |
| 6M | +36.9% | -2.4% | +39.3% | +27.2% |
| YTD | +162.6% | -14.2% | +176.8% | +176.9% |
| 1Y | +467.0% | -18.3% | +485.4% | +518.8% |
| 3Y | +522.4% | +11.5% | +510.9% | +350.0% |
| 5Y | +57.9% | -9.9% | +67.8% | +50.3% |
| 10Y | +70.8% | +204.4% | -133.6% | -56.1% |
| All | +31.4% | +273.3% | -242.0% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling