+33.3%
KORU vs AMCR
+50.5%
-17.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +3.9% |
| 7D | +20.1% | -6.3% | +26.4% | +26.7% |
| 30D | +47.5% | -7.1% | +54.6% | +56.1% |
| 3M | -30.1% | +12.7% | -42.7% | -38.2% |
| 6M | +20.1% | +5.2% | +15.0% | +16.8% |
| YTD | +166.6% | +8.1% | +158.5% | +153.7% |
| 1Y | +458.9% | +11.7% | +447.2% | +414.1% |
| 3Y | +531.8% | +9.9% | +521.8% | +490.9% |
| 5Y | +67.7% | -8.7% | +76.3% | +90.7% |
| 10Y | +91.6% | +16.8% | +74.7% | +80.5% |
| All | +33.3% | +50.5% | -17.2% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling