+512.7%
KORU vs AMBA
+4.2%
+508.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.2% | +14.0% |
| 7D | +13.0% | -11.0% | +24.0% | +23.1% |
| 30D | +27.3% | -23.2% | +50.4% | +56.0% |
| 3M | -55.3% | -12.7% | -42.6% | -47.3% |
| 6M | +11.6% | +11.2% | +0.4% | +14.8% |
| YTD | +158.5% | -11.2% | +169.8% | +203.0% |
| 1Y | +482.2% | -22.5% | +504.7% | +618.5% |
| All | +512.7% | +4.2% | +508.5% | +512.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling