-41.5%
KORU vs AMBA
-0.9%
-40.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.1% | -0.3% | +1.8% |
| 7D | -35.0% | -7.2% | -27.8% | -29.7% |
| 30D | -65.5% | -10.4% | -55.2% | -61.4% |
| 3M | -58.9% | -30.1% | -28.8% | -45.6% |
| 6M | -83.5% | -22.4% | -61.1% | -78.4% |
| YTD | -23.9% | -17.3% | -6.5% | -1.6% |
| 1Y | -12.4% | -35.4% | +23.0% | +27.4% |
| 3Y | +82.1% | +18.6% | +63.5% | +74.2% |
| 5Y | -42.6% | -69.8% | +27.2% | +2.0% |
| All | -41.5% | -0.9% | -40.7% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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