+78.4%
KORU vs AMDL
+102.5%
-24.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -17.6% | +12.1% | +4.9% |
| 7D | +11.1% | +37.2% | -26.1% | -10.6% |
| 30D | -40.6% | -24.0% | -16.6% | -31.1% |
| 3M | -63.9% | -1.0% | -62.9% | -63.7% |
| 6M | -82.8% | -3.2% | -79.6% | -79.1% |
| YTD | -15.4% | +232.2% | -247.6% | -41.3% |
| 1Y | -3.3% | +137.7% | -141.0% | -24.6% |
| All | +78.4% | +102.5% | -24.1% | +0.9% |
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