+88.7%
KORU vs AMC
-98.9%
+187.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +1.8% |
| 7D | +24.3% | -0.8% | +25.1% | +24.4% |
| 30D | +37.3% | -1.2% | +38.5% | +37.5% |
| 3M | -32.8% | +42.2% | -75.0% | -34.3% |
| 6M | +36.9% | +118.8% | -81.9% | +31.6% |
| YTD | +162.6% | +64.1% | +98.5% | +155.4% |
| 1Y | +467.0% | -9.5% | +476.6% | +467.0% |
| 3Y | +522.4% | -64.3% | +586.7% | +532.2% |
| 5Y | +57.9% | -99.5% | +157.3% | +79.2% |
| All | +88.7% | -98.9% | +187.6% | +99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling