+29.3%
KORU vs ALB
+150.9%
-121.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.4% | +17.9% | +16.5% |
| 7D | +13.0% | -8.1% | +21.1% | +19.0% |
| 30D | +27.3% | +6.3% | +21.0% | +19.4% |
| 3M | -55.3% | -23.6% | -31.7% | -44.4% |
| 6M | +11.6% | -24.6% | +36.2% | +41.4% |
| YTD | +158.5% | -10.3% | +168.8% | +193.3% |
| 1Y | +482.2% | +61.5% | +420.7% | +331.7% |
| 3Y | +471.9% | -34.0% | +505.9% | +571.0% |
| 5Y | +41.1% | -44.6% | +85.7% | +78.3% |
| 10Y | +80.2% | +76.1% | +4.1% | -15.9% |
| All | +29.3% | +150.9% | -121.5% | -54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling