+1,278.0%
AAPL vs KORU
+92.5%
+1,185.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.0% | -7.2% | +0.6% |
| 7D | +3.8% | -1.7% | +5.5% | +3.8% |
| 30D | +9.9% | +13.5% | -3.6% | +6.6% |
| 3M | +12.5% | -45.2% | +57.7% | +13.0% |
| 6M | +27.6% | +17.1% | +10.5% | +0.3% |
| YTD | +22.6% | +154.1% | -131.6% | -20.9% |
| 1Y | +45.0% | +375.7% | -330.7% | -19.6% |
| 3Y | +87.8% | +474.0% | -386.3% | -9.4% |
| 5Y | +128.7% | +60.4% | +68.3% | +33.3% |
| All | +1,278.0% | +92.5% | +1,185.5% | +553.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 10y: compounded portfolio wealth divided by compounded KORU 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…
10y analysis · Full analysis span regression · 6 months rolling