+1.2%
KORU vs ADVB
-73.1%
+74.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +10.0% | +8.5% | +18.4% |
| 7D | -18.1% | +10.5% | -28.6% | -18.2% |
| 30D | -45.7% | -56.0% | +10.3% | -47.3% |
| 3M | -51.6% | -70.1% | +18.6% | -53.7% |
| 6M | -82.6% | -53.7% | -28.9% | -82.2% |
| YTD | -5.9% | -60.3% | +54.4% | -3.2% |
| All | +1.2% | -73.1% | +74.3% | +10.5% |
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