-35.4%
KORU vs ALLY
-6.7%
-28.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.9% | +10.3% | +10.5% |
| 7D | -25.8% | -0.2% | -25.6% | -25.5% |
| 30D | -56.9% | +3.4% | -60.4% | -58.1% |
| 3M | -55.7% | -11.1% | -44.6% | -51.1% |
| 6M | -83.7% | -11.5% | -72.2% | -81.8% |
| YTD | -15.3% | -12.3% | -3.0% | -4.1% |
| 1Y | +3.4% | +1.1% | +2.3% | +3.8% |
| 3Y | +133.8% | +64.8% | +69.0% | +50.6% |
| 5Y | -35.4% | -6.9% | -28.5% | -22.9% |
| All | -35.4% | -6.7% | -28.7% | -22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling