+482.2%
KORU vs AMRZ
-14.5%
+496.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.4% | +13.9% | +14.0% |
| 7D | +13.0% | -1.9% | +14.9% | +15.8% |
| 30D | +27.3% | -16.9% | +44.2% | +59.1% |
| 3M | -55.3% | -19.2% | -36.1% | -40.4% |
| 6M | +11.6% | -29.3% | +40.9% | +69.4% |
| YTD | +158.5% | -18.0% | +176.5% | +261.8% |
| 1Y | +482.2% | -15.1% | +497.2% | +696.5% |
| All | +482.2% | -14.5% | +496.6% | +696.5% |
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