+453.8%
KORU vs AMDL
+117.8%
+336.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.7% | -10.1% | -5.0% |
| 7D | +24.3% | +19.9% | +4.3% | +11.9% |
| 30D | +37.3% | +6.3% | +31.1% | +33.1% |
| 3M | -32.8% | -9.9% | -22.9% | -21.6% |
| 6M | +36.9% | +394.3% | -357.4% | -16.2% |
| YTD | +162.6% | +257.3% | -94.7% | +75.0% |
| 1Y | +467.0% | +508.5% | -41.5% | +189.5% |
| All | +453.8% | +117.8% | +336.0% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 3y: compounded portfolio wealth divided by compounded AMDL 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…
3y analysis · Full analysis span regression · 6 months rolling