+27.1%
KORU vs ALNY
+992.1%
-965.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +8.9% |
| 7D | -1.7% | -6.5% | +4.8% | -0.1% |
| 30D | +13.5% | +11.0% | +2.5% | +10.7% |
| 3M | -45.2% | -14.1% | -31.1% | -45.2% |
| 6M | +17.1% | -22.4% | +39.5% | +20.0% |
| YTD | +154.1% | -37.5% | +191.6% | +174.9% |
| 1Y | +375.7% | -46.9% | +422.6% | +435.5% |
| 3Y | +474.0% | +22.1% | +451.9% | +404.5% |
| 5Y | +60.4% | +31.2% | +29.2% | +33.9% |
| 10Y | +82.6% | +256.3% | -173.7% | +13.9% |
| All | +27.1% | +992.1% | -965.0% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 all: compounded portfolio wealth divided by compounded ALNY 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…
all analysis · Full analysis span regression · 6 months rolling