+78.2%
AAPL vs KORU
+507.1%
-428.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.3% |
| 7D | -3.0% | +20.1% | -23.1% | -3.9% |
| 30D | +2.3% | +47.5% | -45.2% | -0.2% |
| 3M | +8.6% | -30.1% | +38.7% | +7.3% |
| 6M | +21.6% | +20.1% | +1.4% | +8.0% |
| YTD | +16.3% | +166.6% | -150.3% | -9.1% |
| 1Y | +35.1% | +458.9% | -423.9% | -6.9% |
| All | +78.2% | +507.1% | -428.9% | +10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling