+91.6%
KORU vs ALK
-39.2%
+130.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.3% |
| 7D | +20.1% | -3.0% | +23.1% | +23.1% |
| 30D | +47.5% | -14.6% | +62.1% | +67.2% |
| 3M | -30.1% | -10.6% | -19.5% | -20.7% |
| 6M | +20.1% | -6.7% | +26.8% | +36.0% |
| YTD | +166.6% | -19.8% | +186.3% | +240.6% |
| 1Y | +458.9% | -35.2% | +494.1% | +715.0% |
| 3Y | +531.8% | +1.4% | +530.4% | +506.8% |
| 5Y | +67.7% | -30.7% | +98.3% | +117.0% |
| 10Y | +91.6% | -37.4% | +128.9% | +114.7% |
| All | +91.6% | -39.2% | +130.8% | +114.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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