+82.9%
KORU vs ADI
+670.4%
-587.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.9% | +4.1% | +2.2% |
| 7D | -1.7% | +4.6% | -6.3% | -7.3% |
| 30D | +13.5% | -1.2% | +14.7% | +17.7% |
| 3M | -45.2% | -7.8% | -37.4% | -28.6% |
| 6M | +17.1% | +19.3% | -2.2% | +21.8% |
| YTD | +154.1% | +40.9% | +113.2% | +122.7% |
| 1Y | +375.7% | +54.5% | +321.2% | +274.3% |
| 3Y | +474.0% | +123.4% | +350.6% | +177.9% |
| 5Y | +60.4% | +142.3% | -81.9% | -25.9% |
| All | +82.9% | +670.4% | -587.5% | -71.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling