-36.9%
KORU vs ATI
+959.5%
-996.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.7% | -1.7% | -2.0% |
| 7D | +11.1% | +4.2% | +7.0% | +7.7% |
| 30D | -40.6% | -2.5% | -38.1% | -36.9% |
| 3M | -63.9% | -19.4% | -44.5% | -54.0% |
| 6M | -82.8% | +11.1% | -93.9% | -81.9% |
| YTD | -15.4% | +59.5% | -74.9% | -24.3% |
| 1Y | -3.3% | +85.8% | -89.0% | -21.3% |
| 3Y | +136.2% | +311.9% | -175.7% | +4.0% |
| All | -36.9% | +959.5% | -996.4% | -84.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling