+22.5%
KORU vs AGI
-1.1%
+23.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +10.8% | -16.1% | -17.5% |
| 7D | -24.3% | -5.3% | -19.0% | -20.3% |
| 30D | -54.2% | -7.1% | -47.1% | -50.5% |
| 3M | -45.4% | +4.4% | -49.9% | -48.1% |
| 6M | -66.5% | -23.0% | -43.4% | -51.0% |
| YTD | +14.9% | -22.0% | +36.9% | +92.3% |
| 1Y | +22.5% | +0.3% | +22.3% | +53.0% |
| All | +22.5% | -1.1% | +23.6% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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