+82.9%
KORU vs ATI
+1,154.1%
-1,071.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +9.1% |
| 7D | -1.7% | -5.6% | +3.9% | +2.5% |
| 30D | +13.5% | -13.7% | +27.3% | +26.1% |
| 3M | -45.2% | -0.4% | -44.8% | -42.8% |
| 6M | +17.1% | +26.2% | -9.1% | +12.7% |
| YTD | +154.1% | +73.2% | +80.9% | +109.2% |
| 1Y | +375.7% | +161.6% | +214.1% | +204.7% |
| 3Y | +474.0% | +346.2% | +127.8% | +153.3% |
| 5Y | +60.4% | +1,047.6% | -987.2% | -60.0% |
| All | +82.9% | +1,154.1% | -1,071.1% | -54.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling