+22.5%
KORU vs AMCR
+32.3%
-9.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.3% | -8.5% | -8.6% |
| 7D | -24.3% | +6.2% | -30.5% | -30.2% |
| 30D | -54.2% | +16.0% | -70.2% | -62.8% |
| 3M | -45.4% | +4.4% | -49.8% | -49.5% |
| 6M | -66.5% | +35.5% | -102.0% | -79.8% |
| YTD | +14.9% | +21.5% | -6.6% | -10.5% |
| 1Y | +22.5% | +30.7% | -8.2% | -0.1% |
| All | +22.5% | +32.3% | -9.7% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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