+482.2%
KORU vs AME
+29.8%
+452.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.5% | +11.9% | +8.7% |
| 7D | +13.0% | +0.6% | +12.4% | +11.7% |
| 30D | +27.3% | -6.7% | +34.0% | +59.7% |
| 3M | -55.3% | +4.1% | -59.4% | -52.8% |
| 6M | +11.6% | +1.6% | +10.0% | +25.1% |
| YTD | +158.5% | +16.1% | +142.4% | +171.8% |
| 1Y | +482.2% | +27.3% | +454.8% | +505.3% |
| All | +482.2% | +29.8% | +452.4% | +505.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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