+357.3%
KORU vs ALM
+279.2%
+78.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -9.6% | -2.9% | -5.8% |
| 7D | +2.3% | -7.1% | +9.4% | +7.4% |
| 30D | +20.0% | +24.7% | -4.7% | +3.9% |
| 3M | -32.7% | +8.3% | -41.0% | -32.1% |
| 6M | +13.3% | -22.2% | +35.5% | +34.8% |
| YTD | +133.2% | +88.1% | +45.1% | +161.2% |
| 1Y | +357.3% | +272.4% | +84.9% | +358.8% |
| All | +357.3% | +279.2% | +78.1% | +358.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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