+47.2%
KORU vs AVTR
-64.7%
+111.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | 0.0% | -12.5% | -12.5% |
| 7D | +2.3% | -2.0% | +4.4% | +3.2% |
| 30D | +20.0% | +8.1% | +12.0% | +16.0% |
| 3M | -32.7% | +54.2% | -86.9% | -48.3% |
| 6M | +13.3% | +82.6% | -69.2% | -19.0% |
| YTD | +133.2% | +29.8% | +103.4% | +93.8% |
| 1Y | +357.3% | +18.0% | +339.3% | +279.2% |
| 3Y | +452.7% | -26.4% | +479.1% | +483.8% |
| 5Y | +47.2% | -64.8% | +112.1% | +156.6% |
| All | +47.2% | -64.7% | +111.9% | +156.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling