+502.1%
KORU vs ADI
+113.1%
+389.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +0.7% |
| 7D | +20.1% | +2.6% | +17.5% | +15.5% |
| 30D | +47.5% | -4.6% | +52.1% | +62.0% |
| 3M | -30.1% | -9.5% | -20.6% | -2.2% |
| 6M | +20.1% | +14.8% | +5.3% | +36.7% |
| YTD | +166.6% | +35.8% | +130.8% | +161.7% |
| 1Y | +458.9% | +48.9% | +410.0% | +399.6% |
| All | +502.1% | +113.1% | +389.1% | +245.9% |
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