+502.1%
KORU vs ADM
+20.9%
+481.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +0.6% |
| 7D | +20.1% | +1.4% | +18.7% | +19.5% |
| 30D | +47.5% | +8.2% | +39.3% | +42.5% |
| 3M | -30.1% | +8.7% | -38.8% | -32.9% |
| 6M | +20.1% | +29.1% | -9.0% | +8.3% |
| YTD | +166.6% | +53.7% | +112.9% | +125.8% |
| 1Y | +458.9% | +43.2% | +415.7% | +384.1% |
| All | +502.1% | +20.9% | +481.2% | +439.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling