+56.9%
KORU vs ACN
-42.1%
+99.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.4% | +5.6% | +7.9% |
| 7D | -1.7% | -1.5% | -0.2% | -1.3% |
| 30D | +13.5% | +2.1% | +11.4% | +12.1% |
| 3M | -45.2% | +11.1% | -56.3% | -50.5% |
| 6M | +17.1% | -6.8% | +24.0% | +19.0% |
| YTD | +154.1% | -30.0% | +184.2% | +222.4% |
| 1Y | +375.7% | -23.1% | +398.8% | +433.9% |
| 3Y | +474.0% | -40.4% | +514.4% | +717.7% |
| All | +56.9% | -42.1% | +99.0% | +110.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling