+458.9%
KORU vs ACWI
+20.9%
+438.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +6.8% |
| 7D | +20.1% | 0.0% | +20.1% | +19.3% |
| 30D | +47.5% | -0.6% | +48.1% | +59.5% |
| 3M | -30.1% | +4.3% | -34.3% | -35.8% |
| 6M | +20.1% | +12.7% | +7.5% | -8.6% |
| YTD | +166.6% | +13.9% | +152.7% | +111.1% |
| 1Y | +458.9% | +20.5% | +438.4% | +253.2% |
| All | +458.9% | +20.9% | +438.1% | +253.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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