+357.3%
KORU vs ALLY
+5.1%
+352.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.8% | -13.3% | -13.4% |
| 7D | +2.3% | -3.3% | +5.6% | +5.7% |
| 30D | +20.0% | -4.1% | +24.1% | +24.7% |
| 3M | -32.7% | +1.4% | -34.1% | -32.1% |
| 6M | +13.3% | +14.4% | -1.0% | +6.0% |
| YTD | +133.2% | -4.9% | +138.1% | +140.8% |
| 1Y | +357.3% | +5.5% | +351.7% | +347.7% |
| All | +357.3% | +5.1% | +352.2% | +347.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling