+482.2%
KORU vs AFL
+11.7%
+470.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +10.4% |
| 7D | +13.0% | +0.6% | +12.4% | +15.1% |
| 30D | +27.3% | -6.2% | +33.5% | +7.0% |
| 3M | -55.3% | +2.2% | -57.5% | -46.7% |
| 6M | +11.6% | +5.3% | +6.3% | +34.4% |
| YTD | +158.5% | +8.0% | +150.6% | +226.1% |
| 1Y | +482.2% | +10.2% | +471.9% | +714.1% |
| All | +482.2% | +11.7% | +470.5% | +714.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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