+450.6%
KORU vs AMC
-9.2%
+459.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.4% | +5.0% | +2.9% |
| 7D | +24.3% | -0.8% | +25.1% | +24.7% |
| 30D | +37.3% | -1.2% | +38.5% | +38.1% |
| 3M | -32.8% | +42.2% | -75.0% | -44.7% |
| 6M | +36.9% | +118.8% | -81.9% | -0.7% |
| YTD | +162.6% | +64.1% | +98.5% | +98.9% |
| All | +450.6% | -9.2% | +459.8% | +350.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling