+22.5%
KORU vs AG
+29.4%
-6.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.1% | -14.4% | -14.7% |
| 7D | -24.3% | -2.6% | -21.7% | -22.5% |
| 30D | -54.2% | -12.1% | -42.1% | -47.6% |
| 3M | -45.4% | -6.6% | -38.9% | -40.3% |
| 6M | -66.5% | -20.5% | -46.0% | -51.8% |
| YTD | +14.9% | -7.4% | +22.3% | +89.0% |
| 1Y | +22.5% | +33.4% | -10.9% | +81.3% |
| All | +22.5% | +29.4% | -6.8% | +81.3% |
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