+29.3%
KORU vs ADM
+277.1%
-247.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.2% | +13.2% |
| 7D | +13.0% | +3.8% | +9.2% | +8.9% |
| 30D | +27.3% | +9.8% | +17.5% | +15.6% |
| 3M | -55.3% | +2.1% | -57.4% | -56.5% |
| 6M | +11.6% | +27.5% | -15.9% | -12.1% |
| YTD | +158.5% | +50.2% | +108.3% | +77.1% |
| 1Y | +482.2% | +40.6% | +441.6% | +314.1% |
| 3Y | +471.9% | +17.2% | +454.7% | +346.9% |
| 5Y | +41.1% | +61.9% | -20.7% | -27.4% |
| 10Y | +80.2% | +159.3% | -79.1% | -41.0% |
| All | +29.3% | +277.1% | -247.8% | -69.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling