+22.5%
KORU vs AFRM
+8.5%
+14.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.0% | -10.3% | -9.2% |
| 7D | -24.3% | +3.1% | -27.4% | -26.4% |
| 30D | -54.2% | +1.1% | -55.3% | -54.9% |
| 3M | -45.4% | -3.2% | -42.2% | -45.4% |
| 6M | -66.5% | +12.7% | -79.1% | -68.6% |
| YTD | +14.9% | +1.6% | +13.3% | +1.3% |
| 1Y | +22.5% | +5.9% | +16.7% | +7.0% |
| All | +22.5% | +8.5% | +14.0% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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