+482.2%
KORU vs AJG
-12.9%
+495.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.5% | +14.9% | +10.8% |
| 7D | +13.0% | -1.8% | +14.8% | +9.6% |
| 30D | +27.3% | +4.6% | +22.6% | +38.7% |
| 3M | -55.3% | +24.9% | -80.2% | -29.4% |
| 6M | +11.6% | +17.2% | -5.6% | +72.6% |
| YTD | +158.5% | +2.2% | +156.4% | +255.8% |
| 1Y | +482.2% | -11.5% | +493.7% | +626.4% |
| All | +482.2% | -12.9% | +495.0% | +626.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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