+47.2%
KORU vs ATI
+1,021.8%
-974.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.7% | -8.9% | -9.3% |
| 7D | +2.3% | -2.7% | +5.0% | +5.3% |
| 30D | +20.0% | -13.5% | +33.5% | +36.9% |
| 3M | -32.7% | +8.5% | -41.2% | -33.1% |
| 6M | +13.3% | +25.2% | -11.9% | +7.5% |
| YTD | +133.2% | +73.4% | +59.8% | +86.8% |
| 1Y | +357.3% | +160.5% | +196.8% | +183.2% |
| 3Y | +452.7% | +347.3% | +105.4% | +123.2% |
| 5Y | +47.2% | +1,049.0% | -1,001.8% | -63.6% |
| All | +47.2% | +1,021.8% | -974.6% | -63.6% |
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