+45.0%
AAPL vs KORU
+385.0%
-340.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +9.0% | -7.2% | +1.7% |
| 7D | +3.8% | -1.7% | +5.5% | +3.8% |
| 30D | +9.9% | +13.5% | -3.6% | +9.7% |
| 3M | +12.5% | -45.2% | +57.7% | +13.0% |
| 6M | +27.6% | +17.1% | +10.5% | +21.3% |
| YTD | +22.6% | +154.1% | -131.6% | +11.9% |
| 1Y | +45.0% | +375.7% | -330.7% | +22.1% |
| All | +45.0% | +385.0% | -340.0% | +22.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling