+67.9%
KORU vs ALB
+84.6%
-16.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.0% | -9.5% | -10.4% |
| 7D | +2.3% | -7.6% | +9.9% | +7.7% |
| 30D | +20.0% | -5.6% | +25.6% | +23.2% |
| 3M | -32.7% | -16.8% | -15.9% | -22.6% |
| 6M | +13.3% | -26.3% | +39.6% | +45.1% |
| YTD | +133.2% | -13.2% | +146.4% | +171.3% |
| 1Y | +357.3% | +68.8% | +288.5% | +233.4% |
| 3Y | +452.7% | -30.7% | +483.3% | +528.5% |
| 5Y | +47.2% | -46.3% | +93.5% | +91.1% |
| All | +67.9% | +84.6% | -16.7% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling