-35.4%
KORU vs ALLE
+55.0%
-90.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +2.8% | +8.5% | +8.3% |
| 7D | -25.8% | -0.6% | -25.2% | -24.1% |
| 30D | -56.9% | +26.6% | -83.5% | -67.5% |
| 3M | -55.7% | +13.2% | -68.9% | -62.0% |
| 6M | -83.7% | +42.9% | -126.6% | -89.2% |
| YTD | -15.3% | +21.0% | -36.3% | -31.4% |
| 1Y | +3.4% | +15.2% | -11.8% | -11.9% |
| 3Y | +133.8% | +95.6% | +38.2% | +4.5% |
| 5Y | -35.4% | +53.4% | -88.8% | -60.5% |
| All | -35.4% | +55.0% | -90.4% | -60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling