+458.9%
KORU vs ALK
-36.6%
+495.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.6% |
| 7D | +20.1% | -3.0% | +23.1% | +24.4% |
| 30D | +47.5% | -14.6% | +62.1% | +77.1% |
| 3M | -30.1% | -10.6% | -19.5% | -16.9% |
| 6M | +20.1% | -6.7% | +26.8% | +32.3% |
| YTD | +166.6% | -19.8% | +186.3% | +219.5% |
| 1Y | +458.9% | -35.2% | +494.1% | +501.3% |
| All | +458.9% | -36.6% | +495.5% | +501.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling