+22.5%
KORU vs ADI
+76.5%
-54.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.2% | -2.0% | +3.9% |
| 7D | -24.3% | -5.1% | -19.2% | -11.3% |
| 30D | -54.2% | -3.1% | -51.1% | -48.9% |
| 3M | -45.4% | +7.1% | -52.6% | -52.0% |
| 6M | -66.5% | +2.9% | -69.4% | -53.7% |
| YTD | +14.9% | +51.1% | -36.2% | -12.4% |
| 1Y | +22.5% | +79.3% | -56.8% | -26.0% |
| All | +22.5% | +76.5% | -54.0% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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