+91.6%
KORU vs ALLY
+178.1%
-86.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +2.5% |
| 7D | +20.1% | -1.9% | +22.0% | +22.1% |
| 30D | +47.5% | -4.5% | +51.9% | +53.2% |
| 3M | -30.1% | -2.8% | -27.2% | -26.8% |
| 6M | +20.1% | +10.3% | +9.8% | +12.6% |
| YTD | +166.6% | -5.7% | +172.3% | +184.1% |
| 1Y | +458.9% | +3.9% | +455.0% | +441.4% |
| 3Y | +531.8% | +64.7% | +467.1% | +292.7% |
| 5Y | +67.7% | -2.6% | +70.3% | +65.2% |
| 10Y | +91.6% | +186.0% | -94.4% | -2.5% |
| All | +91.6% | +178.1% | -86.5% | -2.5% |
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