+31.4%
KORU vs ATI
+626.9%
-595.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.5% |
| 7D | +24.3% | +3.2% | +21.1% | +22.1% |
| 30D | +37.3% | -9.0% | +46.3% | +45.9% |
| 3M | -32.8% | +15.1% | -47.9% | -35.4% |
| 6M | +36.9% | +38.1% | -1.2% | +25.6% |
| YTD | +162.6% | +80.7% | +82.0% | +113.6% |
| 1Y | +467.0% | +167.5% | +299.5% | +269.0% |
| 3Y | +522.4% | +366.0% | +156.4% | +185.4% |
| 5Y | +57.9% | +1,088.8% | -1,030.9% | -56.8% |
| 10Y | +70.8% | +1,055.0% | -984.2% | -57.5% |
| All | +31.4% | +626.9% | -595.5% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ATI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling