+467.0%
KORU vs AS
-22.5%
+489.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +4.7% |
| 7D | +24.3% | -2.6% | +26.9% | +27.8% |
| 30D | +37.3% | -22.1% | +59.4% | +77.7% |
| 3M | -32.8% | -15.3% | -17.5% | -21.5% |
| 6M | +36.9% | -15.6% | +52.5% | +68.5% |
| YTD | +162.6% | -23.2% | +185.8% | +235.2% |
| 1Y | +467.0% | -21.7% | +488.7% | +599.1% |
| All | +467.0% | -22.5% | +489.6% | +599.1% |
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