+22.5%
KORU vs AMT
+13.5%
+9.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.0% | -9.3% | -1.8% |
| 7D | -24.3% | +6.0% | -30.4% | -20.1% |
| 30D | -54.2% | +20.1% | -74.3% | -46.3% |
| 3M | -45.4% | +12.4% | -57.8% | -40.2% |
| 6M | -66.5% | +9.9% | -76.4% | -61.5% |
| YTD | +14.9% | +14.4% | +0.5% | +31.9% |
| 1Y | +22.5% | +12.4% | +10.1% | +43.0% |
| All | +22.5% | +13.5% | +9.0% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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