+16.6%
KORU vs AU
+455.7%
-439.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.3% | -8.2% | -11.0% |
| 7D | +2.3% | -7.0% | +9.3% | +5.1% |
| 30D | +20.0% | +7.3% | +12.7% | +17.5% |
| 3M | -32.7% | +33.2% | -65.9% | -38.2% |
| 6M | +13.3% | -0.6% | +14.0% | +20.1% |
| YTD | +133.2% | +26.2% | +107.1% | +134.9% |
| 1Y | +357.3% | +68.3% | +289.0% | +323.7% |
| 3Y | +452.7% | +592.1% | -139.5% | +247.2% |
| 5Y | +47.2% | +685.3% | -638.0% | -9.7% |
| 10Y | +67.6% | +682.5% | -615.0% | -3.1% |
| All | +16.6% | +455.7% | -439.1% | -26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling