+0.8%
KORU vs ALLE
+260.9%
-260.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.4% | +12.2% |
| 7D | +13.0% | -0.2% | +13.2% | +13.7% |
| 30D | +27.3% | -6.8% | +34.1% | +38.9% |
| 3M | -55.3% | +21.0% | -76.3% | -64.2% |
| 6M | +11.6% | +1.1% | +10.5% | +13.6% |
| YTD | +158.5% | -0.5% | +159.1% | +169.0% |
| 1Y | +482.2% | -7.3% | +489.4% | +549.6% |
| 3Y | +471.9% | +42.3% | +429.6% | +276.3% |
| 5Y | +41.1% | +13.5% | +27.7% | +24.0% |
| 10Y | +80.2% | +144.0% | -63.9% | -19.5% |
| All | +0.8% | +260.9% | -260.1% | -65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling