+502.1%
KORU vs ATI
+358.3%
+143.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +20.1% | +2.4% | +17.7% | +17.6% |
| 30D | +47.5% | -9.5% | +57.0% | +63.4% |
| 3M | -30.1% | +10.4% | -40.4% | -32.3% |
| 6M | +20.1% | +31.8% | -11.7% | +6.5% |
| YTD | +166.6% | +80.0% | +86.6% | +104.5% |
| 1Y | +458.9% | +175.8% | +283.1% | +236.9% |
| All | +502.1% | +358.3% | +143.9% | +162.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling