+67.9%
KORU vs ADM
+178.5%
-110.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.4% | -12.9% | -12.9% |
| 7D | +2.3% | +3.0% | -0.7% | -0.3% |
| 30D | +20.0% | +8.7% | +11.3% | +10.4% |
| 3M | -32.7% | +7.6% | -40.3% | -38.5% |
| 6M | +13.3% | +26.9% | -13.5% | -10.5% |
| YTD | +133.2% | +54.3% | +78.9% | +55.5% |
| 1Y | +357.3% | +45.7% | +311.6% | +214.5% |
| 3Y | +452.7% | +21.9% | +430.7% | +318.5% |
| 5Y | +47.2% | +67.2% | -19.9% | -31.0% |
| All | +67.9% | +178.5% | -110.6% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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