+482.2%
KORU vs AU
+100.5%
+381.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.3% | +15.8% | +16.2% |
| 7D | +13.0% | -3.6% | +16.6% | +17.8% |
| 30D | +27.3% | +23.9% | +3.4% | -3.1% |
| 3M | -55.3% | +19.1% | -74.4% | -61.6% |
| 6M | +11.6% | -0.2% | +11.8% | +16.4% |
| YTD | +158.5% | +32.5% | +126.1% | +146.4% |
| 1Y | +482.2% | +96.9% | +385.2% | +358.3% |
| All | +482.2% | +100.5% | +381.7% | +358.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling