+479.7%
KORU vs AMRZ
-20.3%
+500.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.3% | -11.2% | -11.1% |
| 7D | +2.3% | -8.1% | +10.4% | +12.3% |
| 30D | +20.0% | -14.8% | +34.8% | +43.3% |
| 3M | -32.7% | -19.7% | -13.0% | -11.9% |
| 6M | +13.3% | -30.8% | +44.1% | +73.4% |
| YTD | +133.2% | -24.3% | +157.5% | +246.0% |
| 1Y | +357.3% | -24.0% | +381.3% | +567.7% |
| All | +479.7% | -20.3% | +500.0% | +730.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling