+7.4%
KORU vs AMC
-98.1%
+105.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +4.3% | +9.1% | +13.1% |
| 7D | +13.0% | +2.3% | +10.7% | +12.9% |
| 30D | +27.3% | -0.7% | +28.0% | +27.4% |
| 3M | -55.3% | +35.2% | -90.5% | -56.1% |
| 6M | +11.6% | +124.6% | -113.0% | +6.5% |
| YTD | +158.5% | +69.9% | +88.7% | +150.2% |
| 1Y | +482.2% | -2.6% | +484.7% | +479.8% |
| 3Y | +471.9% | -79.8% | +551.7% | +496.1% |
| 5Y | +41.1% | -99.4% | +140.5% | +63.7% |
| 10Y | +80.2% | -98.9% | +179.1% | +121.3% |
| All | +7.4% | -98.1% | +105.5% | -19.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling