+482.2%
KORU vs AG
+125.2%
+357.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.0% | +15.4% | +15.2% |
| 7D | +13.0% | +1.0% | +12.0% | +11.8% |
| 30D | +27.3% | +19.2% | +8.1% | +9.6% |
| 3M | -55.3% | +6.2% | -61.4% | -53.6% |
| 6M | +11.6% | -26.7% | +38.3% | +44.0% |
| YTD | +158.5% | +26.1% | +132.4% | +185.6% |
| 1Y | +482.2% | +131.7% | +350.5% | +454.1% |
| All | +482.2% | +125.2% | +357.0% | +454.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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