-57.7%
KORU vs ATI
+541.9%
-599.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.7% | -1.7% | -3.1% |
| 7D | +11.1% | +4.2% | +7.0% | +8.9% |
| 30D | -40.6% | -2.5% | -38.1% | -37.9% |
| 3M | -63.9% | -19.4% | -44.5% | -57.1% |
| 6M | -82.8% | +11.1% | -93.9% | -82.1% |
| YTD | -15.4% | +59.5% | -74.9% | -23.0% |
| 1Y | -3.3% | +85.8% | -89.0% | -19.1% |
| 3Y | +136.2% | +311.9% | -175.7% | +20.9% |
| 5Y | -36.7% | +963.2% | -1,000.0% | -80.6% |
| 10Y | -22.9% | +977.6% | -1,000.5% | -78.8% |
| All | -57.7% | +541.9% | -599.6% | -87.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling