+482.2%
KORU vs AHR
+33.1%
+449.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.9% | +15.3% | +12.2% |
| 7D | +13.0% | -1.5% | +14.5% | +12.3% |
| 30D | +27.3% | -1.4% | +28.7% | +26.1% |
| 3M | -55.3% | +18.6% | -73.9% | -54.3% |
| 6M | +11.6% | +6.6% | +5.0% | +22.8% |
| YTD | +158.5% | +17.5% | +141.1% | +175.1% |
| 1Y | +482.2% | +30.9% | +451.3% | +459.6% |
| All | +482.2% | +33.1% | +449.1% | +459.6% |
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