+22.5%
KORU vs AVTR
+37.4%
-14.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -5.3% |
| 7D | -24.3% | -6.2% | -18.1% | -23.3% |
| 30D | -54.2% | -1.0% | -53.2% | -54.1% |
| 3M | -45.4% | +14.4% | -59.9% | -47.0% |
| 6M | -66.5% | +95.9% | -162.3% | -73.7% |
| YTD | +14.9% | +36.6% | -21.7% | -13.5% |
| 1Y | +22.5% | +35.1% | -12.6% | -9.4% |
| All | +22.5% | +37.4% | -14.9% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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