+82.9%
KORU vs ACN
+97.5%
-14.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.4% | +5.6% | +6.3% |
| 7D | -1.7% | -1.5% | -0.2% | -0.7% |
| 30D | +13.5% | +2.1% | +11.4% | +9.9% |
| 3M | -45.2% | +11.1% | -56.3% | -58.7% |
| 6M | +17.1% | -6.8% | +24.0% | +2.5% |
| YTD | +154.1% | -30.0% | +184.2% | +193.7% |
| 1Y | +375.7% | -23.1% | +398.8% | +371.6% |
| 3Y | +474.0% | -40.4% | +514.4% | +649.6% |
| 5Y | +60.4% | -41.6% | +102.0% | +122.4% |
| All | +82.9% | +97.5% | -14.6% | -41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling