+22.5%
KORU vs AME
+21.1%
+1.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.6% | -0.6% | +12.5% |
| 7D | -24.3% | -4.4% | -19.9% | -10.4% |
| 30D | -54.2% | -5.9% | -48.3% | -41.7% |
| 3M | -45.4% | -6.5% | -38.9% | -26.2% |
| 6M | -66.5% | +3.2% | -69.6% | -62.3% |
| YTD | +14.9% | +16.0% | -1.1% | +4.2% |
| 1Y | +22.5% | +20.4% | +2.1% | +3.9% |
| All | +22.5% | +21.1% | +1.4% | +3.9% |
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