+22.5%
KORU vs AMRZ
-11.5%
+34.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.2% | -10.5% | -11.3% |
| 7D | -24.3% | +10.3% | -34.6% | -34.1% |
| 30D | -54.2% | +18.7% | -72.9% | -64.2% |
| 3M | -45.4% | -14.6% | -30.8% | -34.3% |
| 6M | -66.5% | -12.9% | -53.6% | -59.3% |
| YTD | +14.9% | -17.4% | +32.2% | +61.9% |
| 1Y | +22.5% | -12.3% | +34.8% | +67.4% |
| All | +22.5% | -11.5% | +34.0% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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