+67.5%
KORU vs AMDL
+92.1%
-24.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.7% | -8.9% | -7.8% |
| 7D | -34.5% | +5.4% | -39.9% | -36.2% |
| 30D | -59.6% | -36.6% | -23.0% | -47.0% |
| 3M | -56.1% | -1.0% | -55.1% | -54.9% |
| 6M | -84.7% | -12.1% | -72.6% | -80.0% |
| YTD | -20.6% | +215.1% | -235.7% | -42.2% |
| 1Y | -13.9% | +130.4% | -144.3% | -30.6% |
| All | +67.5% | +92.1% | -24.6% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling