+3.3%
KORU vs AS
+2.8%
+0.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | -2.4% | +20.9% | +21.0% |
| 7D | -18.1% | -3.0% | -15.1% | -14.4% |
| 30D | -45.7% | +9.6% | -55.3% | -51.2% |
| 3M | -51.6% | -8.2% | -43.4% | -47.6% |
| 6M | -82.6% | -9.9% | -72.7% | -80.3% |
| YTD | -5.9% | -16.8% | +10.9% | +7.7% |
| 1Y | +3.3% | +3.0% | +0.3% | +17.2% |
| All | +3.3% | +2.8% | +0.5% | +17.2% |
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