+482.2%
KORU vs ADI
+50.9%
+431.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.6% | +11.8% | +9.1% |
| 7D | +13.0% | +0.4% | +12.6% | +12.5% |
| 30D | +27.3% | -3.8% | +31.1% | +44.6% |
| 3M | -55.3% | -15.3% | -40.0% | -8.8% |
| 6M | +11.6% | +6.7% | +4.9% | +47.2% |
| YTD | +158.5% | +34.8% | +123.8% | +165.2% |
| 1Y | +482.2% | +49.0% | +433.1% | +404.2% |
| All | +482.2% | +50.9% | +431.2% | +404.2% |
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