+91.6%
KORU vs AMT
+96.3%
-4.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +20.1% | +1.5% | +18.6% | +18.8% |
| 30D | +47.5% | +3.7% | +43.7% | +43.4% |
| 3M | -30.1% | -7.2% | -22.9% | -30.4% |
| 6M | +20.1% | -4.2% | +24.3% | +14.8% |
| YTD | +166.6% | +1.9% | +164.7% | +140.1% |
| 1Y | +458.9% | -6.4% | +465.3% | +433.9% |
| 3Y | +531.8% | +7.7% | +524.0% | +388.5% |
| 5Y | +67.7% | -30.9% | +98.6% | +100.6% |
| 10Y | +91.6% | +105.4% | -13.8% | -10.3% |
| All | +91.6% | +96.3% | -4.7% | -10.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling