+29.3%
KORU vs ATI
+638.6%
-609.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.0% | +10.4% | +11.6% |
| 7D | +13.0% | -0.1% | +13.1% | +13.3% |
| 30D | +27.3% | +2.7% | +24.6% | +24.5% |
| 3M | -55.3% | +16.3% | -71.6% | -56.9% |
| 6M | +11.6% | +30.2% | -18.6% | +6.2% |
| YTD | +158.5% | +83.6% | +75.0% | +108.3% |
| 1Y | +482.2% | +173.0% | +309.2% | +274.4% |
| 3Y | +471.9% | +356.6% | +115.3% | +164.9% |
| 5Y | +41.1% | +1,074.2% | -1,033.0% | -61.2% |
| 10Y | +80.2% | +1,136.2% | -1,056.0% | -56.5% |
| All | +29.3% | +638.6% | -609.2% | -66.3% |
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 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