-3.8%
KORU vs AFRM
-13.2%
+9.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.9% | -2.0% | -2.2% |
| 7D | +24.3% | -5.5% | +29.8% | +31.3% |
| 30D | -44.8% | -15.5% | -29.4% | -33.9% |
| 3M | -60.0% | -10.3% | -49.7% | -55.5% |
| 6M | -78.7% | +0.6% | -79.3% | -76.9% |
| YTD | -10.6% | -11.5% | +1.0% | -8.6% |
| 1Y | -3.8% | -16.6% | +12.8% | +6.6% |
| All | -3.8% | -13.2% | +9.4% | +6.6% |
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