-26.6%
KORU vs ARMK
+106.1%
-132.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -0.8% | +19.2% | +19.3% |
| 7D | -18.1% | +2.8% | -20.9% | -18.6% |
| 30D | -45.7% | -1.8% | -44.0% | -42.7% |
| 3M | -51.6% | -10.9% | -40.7% | -43.0% |
| 6M | -82.6% | +21.2% | -103.9% | -85.4% |
| YTD | -5.9% | +47.0% | -52.9% | -33.7% |
| 1Y | +3.3% | +42.9% | -39.6% | -25.6% |
| 3Y | +154.5% | +95.0% | +59.5% | +22.6% |
| 5Y | -26.6% | +106.2% | -132.8% | -68.8% |
| All | -26.6% | +106.1% | -132.7% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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