+29.3%
KORU vs ALK
+58.3%
-29.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.5% | +11.9% | +12.2% |
| 7D | +13.0% | -0.7% | +13.7% | +13.8% |
| 30D | +27.3% | -19.2% | +46.5% | +50.3% |
| 3M | -55.3% | -1.5% | -53.8% | -53.4% |
| 6M | +11.6% | -13.1% | +24.7% | +33.6% |
| YTD | +158.5% | -16.4% | +175.0% | +218.3% |
| 1Y | +482.2% | -33.1% | +515.2% | +718.2% |
| 3Y | +471.9% | +0.6% | +471.3% | +459.5% |
| 5Y | +41.1% | -26.4% | +67.5% | +74.9% |
| 10Y | +80.2% | -34.2% | +114.3% | +108.7% |
| All | +29.3% | +58.3% | -29.0% | -13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling