+22.5%
KORU vs ACN
+10.1%
+12.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.8% | -9.1% | -1.9% |
| 7D | -24.3% | +8.6% | -32.9% | -17.7% |
| 30D | -54.2% | +36.6% | -90.8% | -38.1% |
| 3M | -45.4% | +56.3% | -101.8% | -15.4% |
| 6M | -66.5% | +49.7% | -116.1% | -32.4% |
| YTD | +14.9% | +1.3% | +13.6% | +127.5% |
| 1Y | +22.5% | +11.9% | +10.6% | +132.6% |
| All | +22.5% | +10.1% | +12.5% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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