+57.9%
KORU vs AMT
-31.2%
+89.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | +24.3% | -0.2% | +24.5% | +24.3% |
| 30D | +37.3% | +1.8% | +35.5% | +36.1% |
| 3M | -32.8% | -6.2% | -26.6% | -32.8% |
| 6M | +36.9% | -5.0% | +41.9% | +34.3% |
| YTD | +162.6% | +2.1% | +160.6% | +144.3% |
| 1Y | +467.0% | -5.7% | +472.8% | +452.1% |
| 3Y | +522.4% | +7.9% | +514.4% | +398.3% |
| 5Y | +57.9% | -32.3% | +90.2% | +75.5% |
| All | +57.9% | -31.2% | +89.1% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling