+57.9%
KORU vs ALLE
+17.0%
+40.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.4% |
| 7D | +24.3% | +2.8% | +21.5% | +20.7% |
| 30D | +37.3% | -7.6% | +45.0% | +51.0% |
| 3M | -32.8% | +22.8% | -55.6% | -46.7% |
| 6M | +36.9% | +4.6% | +32.3% | +32.6% |
| YTD | +162.6% | -1.2% | +163.8% | +172.9% |
| 1Y | +467.0% | -9.1% | +476.2% | +538.4% |
| 3Y | +522.4% | +50.0% | +472.4% | +287.0% |
| 5Y | +57.9% | +15.2% | +42.6% | +31.3% |
| All | +57.9% | +17.0% | +40.9% | +31.3% |
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