+91.6%
KORU vs AMC
-99.0%
+190.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.9% | +5.4% | +1.7% |
| 7D | +20.1% | -6.8% | +26.9% | +20.6% |
| 30D | +47.5% | +1.7% | +45.8% | +47.4% |
| 3M | -30.1% | +26.8% | -56.9% | -31.2% |
| 6M | +20.1% | +117.7% | -97.6% | +15.6% |
| YTD | +166.6% | +57.7% | +108.9% | +159.9% |
| 1Y | +458.9% | -12.5% | +471.4% | +460.0% |
| 3Y | +531.8% | -65.7% | +597.5% | +543.2% |
| 5Y | +67.7% | -99.5% | +167.2% | +90.8% |
| 10Y | +91.6% | -99.0% | +190.5% | +103.2% |
| All | +91.6% | -99.0% | +190.5% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded AMC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling