+502.1%
KORU vs ACN
-43.3%
+545.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.1% |
| 7D | +20.1% | -6.3% | +26.4% | +18.6% |
| 30D | +47.5% | -1.4% | +48.8% | +47.4% |
| 3M | -30.1% | +2.6% | -32.6% | -23.8% |
| 6M | +20.1% | -14.3% | +34.4% | +42.4% |
| YTD | +166.6% | -33.1% | +199.7% | +257.1% |
| 1Y | +458.9% | -28.8% | +487.7% | +606.8% |
| All | +502.1% | -43.3% | +545.4% | +704.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling