-36.9%
KORU vs AMBA
-69.7%
+32.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.5% | -3.9% | -4.3% |
| 7D | +11.1% | +2.7% | +8.5% | +9.9% |
| 30D | -40.6% | -2.2% | -38.4% | -36.8% |
| 3M | -63.9% | -26.6% | -37.2% | -52.5% |
| 6M | -82.8% | -26.8% | -56.0% | -76.5% |
| YTD | -15.4% | -15.1% | -0.3% | +9.0% |
| 1Y | -3.3% | -32.3% | +29.0% | +38.2% |
| 3Y | +136.2% | +19.8% | +116.4% | +124.8% |
| All | -36.9% | -69.7% | +32.9% | -7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling