+326.1%
KORU vs ACI
+25.9%
+300.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.8% | +13.4% |
| 7D | +13.0% | +0.2% | +12.8% | +13.0% |
| 30D | +27.3% | +5.9% | +21.4% | +28.0% |
| 3M | -55.3% | -19.8% | -35.5% | -55.2% |
| 6M | +11.6% | -24.7% | +36.3% | +11.6% |
| YTD | +158.5% | -24.4% | +182.9% | +158.0% |
| 1Y | +482.2% | -31.5% | +513.6% | +488.5% |
| 3Y | +471.9% | -38.7% | +510.6% | +485.8% |
| 5Y | +41.1% | -42.8% | +83.9% | +43.4% |
| All | +326.1% | +25.9% | +300.2% | +299.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling