+58.5%
KORU vs ACHR
-42.6%
+101.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +0.8% |
| 7D | +24.3% | +4.9% | +19.4% | +22.2% |
| 30D | +37.3% | +4.3% | +33.0% | +33.4% |
| 3M | -32.8% | +1.7% | -34.5% | -32.4% |
| 6M | +36.9% | -6.9% | +43.8% | +50.2% |
| YTD | +162.6% | -22.5% | +185.1% | +206.3% |
| 1Y | +467.0% | -31.5% | +498.5% | +574.3% |
| 3Y | +522.4% | -14.4% | +536.8% | +511.8% |
| 5Y | +57.9% | -41.6% | +99.5% | +36.2% |
| All | +58.5% | -42.6% | +101.0% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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