+67.7%
KORU vs ALB
-43.9%
+111.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +3.3% |
| 7D | +20.1% | -8.6% | +28.7% | +26.3% |
| 30D | +47.5% | -4.0% | +51.5% | +49.1% |
| 3M | -30.1% | -17.4% | -12.7% | -20.4% |
| 6M | +20.1% | -25.4% | +45.5% | +48.9% |
| YTD | +166.6% | -10.5% | +177.1% | +201.8% |
| 1Y | +458.9% | +75.8% | +383.1% | +323.5% |
| 3Y | +531.8% | -28.5% | +560.3% | +622.7% |
| 5Y | +67.7% | -45.1% | +112.8% | +115.7% |
| All | +67.7% | -43.9% | +111.5% | +115.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling