+22.5%
KORU vs AHR
+26.3%
-3.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.6% | -7.9% | -2.7% |
| 7D | -24.3% | +9.5% | -33.8% | -17.0% |
| 30D | -54.2% | +11.7% | -65.9% | -48.3% |
| 3M | -45.4% | +4.0% | -49.4% | -41.6% |
| 6M | -66.5% | +13.5% | -80.0% | -60.6% |
| YTD | +14.9% | +21.6% | -6.7% | +37.1% |
| 1Y | +22.5% | +25.1% | -2.6% | +49.0% |
| All | +22.5% | +26.3% | -3.8% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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