+57.9%
KORU vs ALK
-28.9%
+86.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +4.3% |
| 7D | +24.3% | +0.1% | +24.2% | +24.2% |
| 30D | +37.3% | -18.5% | +55.8% | +64.2% |
| 3M | -32.8% | -3.6% | -29.2% | -28.1% |
| 6M | +36.9% | -3.7% | +40.6% | +51.6% |
| YTD | +162.6% | -19.0% | +181.6% | +232.5% |
| 1Y | +467.0% | -36.0% | +503.1% | +735.6% |
| 3Y | +522.4% | +2.3% | +520.0% | +466.3% |
| 5Y | +57.9% | -27.8% | +85.6% | +78.8% |
| All | +57.9% | -28.9% | +86.7% | +78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling