+57.9%
KORU vs AR
+140.6%
-82.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | +24.3% | -1.8% | +26.1% | +25.0% |
| 30D | +37.3% | +12.6% | +24.7% | +31.3% |
| 3M | -32.8% | +10.0% | -42.8% | -36.6% |
| 6M | +36.9% | +0.6% | +36.3% | +32.3% |
| YTD | +162.6% | +13.4% | +149.2% | +139.1% |
| 1Y | +467.0% | +21.7% | +445.3% | +400.9% |
| 3Y | +522.4% | +45.8% | +476.5% | +396.0% |
| 5Y | +57.9% | +144.3% | -86.4% | -0.3% |
| All | +57.9% | +140.6% | -82.8% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling