+467.0%
KORU vs ADVB
+10.9%
+456.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.4% | +1.4% |
| 7D | +24.3% | -14.0% | +38.3% | +23.3% |
| 30D | +37.3% | +41.0% | -3.6% | +40.3% |
| 3M | -32.8% | +127.9% | -160.7% | -25.1% |
| 6M | +36.9% | +101.3% | -64.4% | +48.5% |
| YTD | +162.6% | +53.8% | +108.9% | +185.7% |
| 1Y | +467.0% | +4.4% | +462.6% | +480.9% |
| All | +467.0% | +10.9% | +456.2% | +480.9% |
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