+29.3%
KORU vs AMBA
+343.5%
-314.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.2% | +13.8% |
| 7D | +13.0% | -11.0% | +24.0% | +19.9% |
| 30D | +27.3% | -23.2% | +50.4% | +46.5% |
| 3M | -55.3% | -12.7% | -42.6% | -49.0% |
| 6M | +11.6% | +11.2% | +0.4% | +16.0% |
| YTD | +158.5% | -11.2% | +169.8% | +199.4% |
| 1Y | +482.2% | -22.5% | +504.7% | +607.3% |
| 3Y | +471.9% | -1.3% | +473.2% | +492.8% |
| 5Y | +41.1% | -54.2% | +95.3% | +86.3% |
| 10Y | +80.2% | -6.1% | +86.3% | +64.5% |
| All | +29.3% | +343.5% | -314.2% | -17.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling