+474.0%
KORU vs AGI
+206.1%
+267.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.7% | +8.3% | +8.4% |
| 7D | -1.7% | -2.7% | +1.0% | +1.0% |
| 30D | +13.5% | +7.2% | +6.3% | +8.0% |
| 3M | -45.2% | +4.3% | -49.5% | -46.6% |
| 6M | +17.1% | -27.1% | +44.2% | +58.9% |
| YTD | +154.1% | -6.6% | +160.7% | +201.6% |
| 1Y | +375.7% | +9.5% | +366.2% | +404.9% |
| 3Y | +474.0% | +208.4% | +265.6% | +181.4% |
| All | +474.0% | +206.1% | +267.9% | +181.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling