+284.3%
KORU vs ACI
+17.4%
+266.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.3% | -11.3% | -12.6% |
| 7D | +2.3% | -7.1% | +9.4% | +1.7% |
| 30D | +20.0% | -4.5% | +24.5% | +19.6% |
| 3M | -32.7% | -22.3% | -10.4% | -33.1% |
| 6M | +13.3% | -28.4% | +41.7% | +12.4% |
| YTD | +133.2% | -29.5% | +162.7% | +131.3% |
| 1Y | +357.3% | -34.2% | +391.5% | +357.2% |
| 3Y | +452.7% | -45.7% | +498.3% | +466.9% |
| 5Y | +47.2% | -40.8% | +88.0% | +48.5% |
| All | +284.3% | +17.4% | +266.9% | +258.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling