+426.7%
KORU vs AME
+54.6%
+372.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.7% | -10.9% |
| 7D | +2.3% | 0.0% | +2.3% | +2.8% |
| 30D | +20.0% | -8.6% | +28.6% | +42.4% |
| 3M | -32.7% | +5.8% | -38.5% | -31.4% |
| 6M | +13.3% | +3.8% | +9.5% | +25.2% |
| YTD | +133.2% | +14.4% | +118.8% | +140.9% |
| 1Y | +357.3% | +25.8% | +331.5% | +328.7% |
| All | +426.7% | +54.6% | +372.2% | +277.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling