+482.2%
KORU vs AGI
+17.6%
+464.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.9% | +15.3% | +15.5% |
| 7D | +13.0% | +0.6% | +12.4% | +12.1% |
| 30D | +27.3% | +18.2% | +9.0% | +6.7% |
| 3M | -55.3% | -4.1% | -51.2% | -50.5% |
| 6M | +11.6% | -28.7% | +40.3% | +59.1% |
| YTD | +158.5% | -4.0% | +162.5% | +221.5% |
| 1Y | +482.2% | +17.4% | +464.7% | +560.9% |
| All | +482.2% | +17.6% | +464.6% | +560.9% |
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