+482.2%
KORU vs ACN
-24.8%
+506.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.3% | +16.8% | +10.4% |
| 7D | +13.0% | -1.5% | +14.5% | +11.7% |
| 30D | +27.3% | +9.4% | +17.9% | +39.2% |
| 3M | -55.3% | +5.6% | -60.9% | -38.8% |
| 6M | +11.6% | -9.3% | +20.9% | +54.3% |
| YTD | +158.5% | -29.0% | +187.5% | +253.1% |
| 1Y | +482.2% | -24.7% | +506.8% | +708.8% |
| All | +482.2% | -24.8% | +506.9% | +708.8% |
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