+531.7%
KORU vs AMRZ
-20.1%
+551.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.8% |
| 7D | -1.7% | -7.5% | +5.8% | +7.2% |
| 30D | +13.5% | -12.4% | +25.9% | +31.9% |
| 3M | -45.2% | -22.4% | -22.8% | -26.0% |
| 6M | +17.1% | -29.5% | +46.7% | +76.9% |
| YTD | +154.1% | -24.1% | +178.3% | +276.3% |
| 1Y | +375.7% | -26.3% | +401.9% | +603.0% |
| All | +531.7% | -20.1% | +551.9% | +802.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling