-14.3%
KORU vs ALLY
+182.4%
-196.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +1.6% | +16.9% | +17.0% |
| 7D | -18.1% | -2.8% | -15.4% | -15.2% |
| 30D | -45.7% | +1.9% | -47.6% | -46.4% |
| 3M | -51.6% | -12.1% | -39.5% | -45.7% |
| 6M | -82.6% | -9.0% | -73.6% | -80.9% |
| YTD | -5.9% | -12.9% | +7.0% | +7.9% |
| 1Y | +3.3% | -0.1% | +3.4% | +4.7% |
| 3Y | +154.5% | +64.6% | +89.9% | +58.8% |
| 5Y | -26.6% | -10.1% | -16.5% | -21.4% |
| 10Y | -14.3% | +176.7% | -190.9% | -61.8% |
| All | -14.3% | +182.4% | -196.6% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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