+482.2%
KORU vs AGG
+1.5%
+480.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.4% | +12.5% |
| 7D | +13.0% | -0.2% | +13.2% | +16.6% |
| 30D | +27.3% | -0.4% | +27.7% | +36.2% |
| 3M | -55.3% | -0.7% | -54.6% | -44.8% |
| 6M | +11.6% | -1.5% | +13.1% | +58.4% |
| YTD | +158.5% | -0.3% | +158.8% | +257.0% |
| 1Y | +482.2% | +1.3% | +480.8% | +677.0% |
| All | +482.2% | +1.5% | +480.6% | +677.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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