+482.2%
KORU vs ALLE
-5.8%
+488.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.4% | +12.1% |
| 7D | +13.0% | -0.2% | +13.2% | +13.7% |
| 30D | +27.3% | -6.8% | +34.1% | +40.1% |
| 3M | -55.3% | +21.0% | -76.3% | -66.3% |
| 6M | +11.6% | +1.1% | +10.5% | +6.5% |
| YTD | +158.5% | -0.5% | +159.1% | +159.1% |
| 1Y | +482.2% | -7.3% | +489.4% | +504.8% |
| All | +482.2% | -5.8% | +488.0% | +504.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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