-3.3%
KORU vs AMIX
-92.3%
+89.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.5% | -5.5% |
| 7D | +11.1% | -9.9% | +21.0% | +11.3% |
| 30D | -40.6% | -52.8% | +12.2% | -38.7% |
| 3M | -63.9% | -80.0% | +16.1% | -61.5% |
| 6M | -82.8% | -80.2% | -2.6% | -81.9% |
| YTD | -15.4% | -88.1% | +72.7% | -12.0% |
| 1Y | -3.3% | -91.1% | +87.8% | +0.5% |
| All | -3.3% | -92.3% | +89.0% | +0.5% |
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 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