+56.9%
KORU vs ADI
+140.0%
-83.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.9% | +4.1% | +1.5% |
| 7D | -1.7% | +4.6% | -6.3% | -7.9% |
| 30D | +13.5% | -1.2% | +14.7% | +18.1% |
| 3M | -45.2% | -7.8% | -37.4% | -27.3% |
| 6M | +17.1% | +19.3% | -2.2% | +23.2% |
| YTD | +154.1% | +40.9% | +113.2% | +125.8% |
| 1Y | +375.7% | +54.5% | +321.2% | +279.9% |
| 3Y | +474.0% | +123.4% | +350.6% | +174.7% |
| All | +56.9% | +140.0% | -83.0% | -32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling