+482.2%
KORU vs ADVB
+5.8%
+476.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.1% | +13.4% |
| 7D | +13.0% | -3.8% | +16.8% | +12.9% |
| 30D | +27.3% | +17.6% | +9.7% | +29.1% |
| 3M | -55.3% | +119.1% | -174.4% | -50.5% |
| 6M | +11.6% | +103.4% | -91.8% | +21.1% |
| YTD | +158.5% | +59.8% | +98.7% | +181.9% |
| 1Y | +482.2% | +8.5% | +473.6% | +498.2% |
| All | +482.2% | +5.8% | +476.3% | +498.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 1y: compounded portfolio wealth divided by compounded ADVB 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…
1y analysis · Full analysis span regression · 6 months rolling