+375.7%
KORU vs AFRM
-16.1%
+391.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +5.1% | +3.9% | +5.0% |
| 7D | -1.7% | -1.3% | -0.4% | -0.8% |
| 30D | +13.5% | -2.7% | +16.2% | +15.1% |
| 3M | -45.2% | +7.4% | -52.6% | -47.5% |
| 6M | +17.1% | +40.7% | -23.5% | +2.7% |
| YTD | +154.1% | -4.0% | +158.2% | +146.0% |
| 1Y | +375.7% | -12.2% | +387.9% | +381.4% |
| All | +375.7% | -16.1% | +391.7% | +381.4% |
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