+474.0%
KORU vs AU
+577.5%
-103.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +8.6% |
| 7D | -1.7% | -4.3% | +2.6% | +2.1% |
| 30D | +13.5% | +7.3% | +6.2% | +7.7% |
| 3M | -45.2% | +26.3% | -71.5% | -53.8% |
| 6M | +17.1% | +1.8% | +15.4% | +25.0% |
| YTD | +154.1% | +26.8% | +127.3% | +151.3% |
| 1Y | +375.7% | +66.7% | +309.0% | +306.9% |
| 3Y | +474.0% | +579.1% | -105.1% | +134.5% |
| All | +474.0% | +577.5% | -103.5% | +134.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling