+482.2%
KORU vs AS
-21.9%
+504.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.6% | +9.9% | +9.5% |
| 7D | +13.0% | -4.9% | +17.9% | +19.6% |
| 30D | +27.3% | -19.6% | +46.9% | +59.1% |
| 3M | -55.3% | -14.4% | -40.9% | -47.7% |
| 6M | +11.6% | -20.1% | +31.7% | +38.5% |
| YTD | +158.5% | -20.9% | +179.5% | +219.5% |
| 1Y | +482.2% | -21.9% | +504.0% | +593.8% |
| All | +482.2% | -21.9% | +504.1% | +593.8% |
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