+91.6%
KORU vs AR
+43.0%
+48.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +20.1% | -1.2% | +21.3% | +20.5% |
| 30D | +47.5% | +5.5% | +41.9% | +44.7% |
| 3M | -30.1% | +12.9% | -42.9% | -34.0% |
| 6M | +20.1% | +0.1% | +20.1% | +16.7% |
| YTD | +166.6% | +13.5% | +153.1% | +147.6% |
| 1Y | +458.9% | +21.6% | +437.4% | +408.6% |
| 3Y | +531.8% | +46.0% | +485.8% | +433.9% |
| 5Y | +67.7% | +143.7% | -76.1% | +19.7% |
| 10Y | +91.6% | +44.3% | +47.3% | +64.3% |
| All | +91.6% | +43.0% | +48.5% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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