+111.1%
KORU vs AMIX
-99.9%
+211.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +8.8% | -15.1% | -6.6% |
| 7D | -34.5% | +11.4% | -46.0% | -34.7% |
| 30D | -59.6% | -40.5% | -19.1% | -58.8% |
| 3M | -56.1% | -80.1% | +24.0% | -53.5% |
| 6M | -84.7% | -74.8% | -9.9% | -85.3% |
| YTD | -20.6% | -84.0% | +63.4% | -23.5% |
| 1Y | -13.9% | -89.7% | +75.8% | -16.7% |
| All | +111.1% | -99.9% | +211.0% | +135.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling