+31.4%
KORU vs ACN
+200.7%
-169.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.7% | +5.0% |
| 7D | +24.3% | -4.8% | +29.1% | +28.8% |
| 30D | +37.3% | +1.9% | +35.4% | +33.0% |
| 3M | -32.8% | +3.9% | -36.7% | -46.7% |
| 6M | +36.9% | -15.0% | +51.9% | +29.9% |
| YTD | +162.6% | -31.9% | +194.5% | +203.6% |
| 1Y | +467.0% | -28.5% | +495.5% | +497.7% |
| 3Y | +522.4% | -41.9% | +564.3% | +714.2% |
| 5Y | +57.9% | -42.9% | +100.7% | +119.6% |
| 10Y | +70.8% | +88.7% | -18.0% | -38.1% |
| All | +31.4% | +200.7% | -169.4% | -65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling