+482.2%
KORU vs AMIX
-81.0%
+563.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.9% | +15.4% | +13.5% |
| 7D | +13.0% | -13.7% | +26.7% | +13.7% |
| 30D | +27.3% | -62.1% | +89.3% | +31.9% |
| 3M | -55.3% | -46.2% | -9.1% | -53.6% |
| 6M | +11.6% | -46.4% | +58.0% | +13.9% |
| YTD | +158.5% | -60.3% | +218.8% | +167.3% |
| 1Y | +482.2% | -79.7% | +561.8% | +646.8% |
| All | +482.2% | -81.0% | +563.1% | +646.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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