+515.7%
KORU vs AR
+46.7%
+469.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.1% | +13.6% |
| 7D | +13.0% | +2.5% | +10.5% | +12.3% |
| 30D | +27.3% | +14.8% | +12.5% | +22.7% |
| 3M | -55.3% | +6.2% | -61.5% | -56.1% |
| 6M | +11.6% | +4.3% | +7.3% | +7.4% |
| YTD | +158.5% | +14.4% | +144.2% | +136.9% |
| 1Y | +482.2% | +21.3% | +460.8% | +418.0% |
| All | +515.7% | +46.7% | +469.0% | +375.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling