+29.3%
KORU vs AMT
+201.8%
-172.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +14.2% |
| 7D | +13.0% | -0.2% | +13.2% | +13.0% |
| 30D | +27.3% | +4.6% | +22.6% | +22.5% |
| 3M | -55.3% | -8.4% | -46.8% | -55.3% |
| 6M | +11.6% | -6.0% | +17.6% | +8.1% |
| YTD | +158.5% | +2.1% | +156.4% | +129.9% |
| 1Y | +482.2% | -6.4% | +488.5% | +451.7% |
| 3Y | +471.9% | +8.1% | +463.8% | +331.6% |
| 5Y | +41.1% | -31.9% | +73.1% | +71.3% |
| 10Y | +80.2% | +97.1% | -16.9% | -29.4% |
| All | +29.3% | +201.8% | -172.5% | -68.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling