-57.7%
KORU vs ADI
+1,093.9%
-1,151.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.8% | -2.7% | -1.7% |
| 7D | +11.1% | +9.5% | +1.7% | -0.8% |
| 30D | -40.6% | -1.4% | -39.2% | -34.1% |
| 3M | -63.9% | +4.7% | -68.6% | -61.5% |
| 6M | -82.8% | -7.4% | -75.4% | -74.4% |
| YTD | -15.4% | +48.1% | -63.5% | -22.1% |
| 1Y | -3.3% | +69.6% | -72.9% | -24.1% |
| 3Y | +136.2% | +144.4% | -8.2% | +19.1% |
| 5Y | -36.7% | +134.1% | -170.8% | -64.3% |
| 10Y | -22.9% | +632.8% | -655.6% | -84.5% |
| All | -57.7% | +1,093.9% | -1,151.6% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling