+174.8%
KORU vs AVTR
+3.6%
+171.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.9% | -0.3% | +0.5% |
| 7D | +24.3% | +7.4% | +16.9% | +19.0% |
| 30D | +37.3% | +12.2% | +25.1% | +28.8% |
| 3M | -32.8% | +57.4% | -90.2% | -51.4% |
| 6M | +36.9% | +86.7% | -49.7% | -9.5% |
| YTD | +162.6% | +33.1% | +129.5% | +108.4% |
| 1Y | +467.0% | +16.1% | +450.9% | +363.4% |
| 3Y | +522.4% | -24.6% | +547.0% | +539.9% |
| 5Y | +57.9% | -63.5% | +121.4% | +177.6% |
| All | +174.8% | +3.6% | +171.2% | +129.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling