-67.0%
KORU vs AMC
-97.5%
+30.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.8% | -8.0% | -6.4% |
| 7D | -34.5% | +5.5% | -40.0% | -34.5% |
| 30D | -59.6% | +16.1% | -75.7% | -59.8% |
| 3M | -56.1% | +43.0% | -99.0% | -56.9% |
| 6M | -84.7% | +130.7% | -215.4% | -85.4% |
| YTD | -20.6% | +121.8% | -142.4% | -24.3% |
| 1Y | -13.9% | +40.7% | -54.5% | -15.8% |
| 3Y | +114.9% | -56.8% | +171.7% | +116.8% |
| 5Y | -36.0% | -99.1% | +63.1% | -27.1% |
| 10Y | -27.8% | -98.7% | +70.8% | -8.3% |
| All | -67.0% | -97.5% | +30.5% | -75.8% |
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