+33.3%
KORU vs AGI
+222.8%
-189.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.1% |
| 7D | +20.1% | +2.2% | +17.9% | +19.3% |
| 30D | +47.5% | +11.3% | +36.2% | +43.8% |
| 3M | -30.1% | +5.6% | -35.7% | -30.3% |
| 6M | +20.1% | -27.7% | +47.8% | +34.4% |
| YTD | +166.6% | -4.1% | +170.7% | +182.3% |
| 1Y | +458.9% | +13.8% | +445.1% | +471.2% |
| 3Y | +531.8% | +217.0% | +314.7% | +432.0% |
| 5Y | +67.7% | +404.3% | -336.7% | +32.4% |
| 10Y | +91.6% | +400.5% | -309.0% | +44.2% |
| All | +33.3% | +222.8% | -189.5% | +1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling