+91.6%
KORU vs ALLE
+146.0%
-54.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.8% | +4.3% | +4.9% |
| 7D | +20.1% | -2.2% | +22.3% | +23.3% |
| 30D | +47.5% | -8.3% | +55.8% | +64.5% |
| 3M | -30.1% | +16.3% | -46.3% | -41.7% |
| 6M | +20.1% | +1.8% | +18.3% | +20.3% |
| YTD | +166.6% | -3.9% | +170.5% | +188.8% |
| 1Y | +458.9% | -10.0% | +469.0% | +548.3% |
| 3Y | +531.8% | +45.8% | +485.9% | +289.1% |
| 5Y | +67.7% | +13.3% | +54.4% | +45.0% |
| 10Y | +91.6% | +155.3% | -63.7% | -18.2% |
| All | +91.6% | +146.0% | -54.4% | -18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling