+33.3%
KORU vs AMP
+903.7%
-870.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.4% |
| 7D | +20.1% | 0.0% | +20.1% | +19.9% |
| 30D | +47.5% | -1.0% | +48.5% | +48.4% |
| 3M | -30.1% | +23.2% | -53.3% | -46.7% |
| 6M | +20.1% | +20.4% | -0.3% | -5.3% |
| YTD | +166.6% | +13.6% | +152.9% | +121.9% |
| 1Y | +458.9% | +13.4% | +445.6% | +363.6% |
| 3Y | +531.8% | +66.5% | +465.3% | +241.2% |
| 5Y | +67.7% | +120.2% | -52.5% | -28.5% |
| 10Y | +91.6% | +576.5% | -484.9% | -72.4% |
| All | +33.3% | +903.7% | -870.4% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling