+136.2%
KORU vs ADI
+144.2%
-8.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.8% | -2.7% | -0.6% |
| 7D | +11.1% | +9.5% | +1.7% | -4.1% |
| 30D | -40.6% | -1.4% | -39.2% | -33.0% |
| 3M | -63.9% | +4.7% | -68.6% | -61.4% |
| 6M | -82.8% | -7.4% | -75.4% | -73.2% |
| YTD | -15.4% | +48.1% | -63.5% | -18.0% |
| 1Y | -3.3% | +69.6% | -72.9% | -18.8% |
| 3Y | +136.2% | +144.4% | -8.2% | +21.7% |
| All | +136.2% | +144.2% | -8.1% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling