+22.5%
KORU vs AS
+3.3%
+19.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.1% | -10.4% | -10.6% |
| 7D | -24.3% | +13.8% | -38.1% | -35.1% |
| 30D | -54.2% | +16.7% | -70.9% | -62.4% |
| 3M | -45.4% | -11.5% | -33.9% | -38.7% |
| 6M | -66.5% | -5.5% | -60.9% | -64.4% |
| YTD | +14.9% | -14.2% | +29.1% | +27.7% |
| 1Y | +22.5% | +2.1% | +20.5% | +26.9% |
| All | +22.5% | +3.3% | +19.2% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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