-8.2%
KORU vs AS
+8.1%
-16.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +3.1% | +8.1% | +7.9% |
| 7D | -25.8% | +5.8% | -31.7% | -29.3% |
| 30D | -56.9% | +15.4% | -72.3% | -63.3% |
| 3M | -55.7% | -11.9% | -43.8% | -49.1% |
| 6M | -83.7% | -9.9% | -73.8% | -81.4% |
| YTD | -15.3% | -13.1% | -2.2% | -7.1% |
| All | -8.2% | +8.1% | -16.2% | 0.0% |
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