+3.3%
KORU vs AR
+11.6%
-8.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +1.5% | +16.9% | +19.2% |
| 7D | -18.1% | +2.1% | -20.2% | -18.2% |
| 30D | -45.7% | +4.5% | -50.3% | -44.3% |
| 3M | -51.6% | +1.0% | -52.6% | -50.2% |
| 6M | -82.6% | +4.4% | -87.1% | -80.9% |
| YTD | -5.9% | +10.9% | -16.8% | -4.1% |
| 1Y | +3.3% | +8.6% | -5.3% | +7.5% |
| All | +3.3% | +11.6% | -8.3% | +7.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling