+56.9%
KORU vs ATI
+1,029.4%
-972.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.1% | +9.1% |
| 7D | -1.7% | -5.6% | +3.9% | +3.7% |
| 30D | +13.5% | -13.7% | +27.3% | +29.8% |
| 3M | -45.2% | -0.4% | -44.8% | -42.4% |
| 6M | +17.1% | +26.2% | -9.1% | +10.6% |
| YTD | +154.1% | +73.2% | +80.9% | +103.7% |
| 1Y | +375.7% | +161.6% | +214.1% | +194.0% |
| 3Y | +474.0% | +346.2% | +127.8% | +132.3% |
| All | +56.9% | +1,029.4% | -972.4% | -60.3% |
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