+22.5%
KORU vs ACI
-18.4%
+41.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.5% | -8.8% | -0.8% |
| 7D | -24.3% | +4.5% | -28.8% | -19.3% |
| 30D | -54.2% | +20.9% | -75.1% | -40.2% |
| 3M | -45.4% | +15.2% | -60.7% | -31.1% |
| 6M | -66.5% | -13.3% | -53.1% | -65.0% |
| YTD | +14.9% | -16.2% | +31.1% | +18.9% |
| 1Y | +22.5% | -16.9% | +39.4% | +25.8% |
| All | +22.5% | -18.4% | +41.0% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 1y: compounded portfolio wealth divided by compounded ACI 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…
1y analysis · Full analysis span regression · 6 months rolling