+474.0%
KORU vs AUR
+84.2%
+389.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +8.4% |
| 7D | -1.7% | +1.4% | -3.1% | -2.1% |
| 30D | +13.5% | -6.4% | +19.9% | +17.7% |
| 3M | -45.2% | +7.7% | -52.9% | -45.1% |
| 6M | +17.1% | +44.5% | -27.4% | +12.6% |
| YTD | +154.1% | +67.4% | +86.7% | +136.7% |
| 1Y | +375.7% | +15.4% | +360.2% | +381.6% |
| 3Y | +474.0% | +94.8% | +379.2% | +297.7% |
| All | +474.0% | +84.2% | +389.8% | +297.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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