+482.2%
KORU vs AMP
+11.4%
+470.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.8% | +14.2% | +13.8% |
| 7D | +13.0% | +0.2% | +12.8% | +12.9% |
| 30D | +27.3% | -0.1% | +27.4% | +27.1% |
| 3M | -55.3% | +23.6% | -78.8% | -61.2% |
| 6M | +11.6% | +20.4% | -8.8% | -1.7% |
| YTD | +158.5% | +15.4% | +143.1% | +129.2% |
| 1Y | +482.2% | +11.0% | +471.2% | +421.3% |
| All | +482.2% | +11.4% | +470.8% | +421.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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