+95.3%
AAPL vs KORU
+138.6%
-43.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.4% | +5.8% | +0.6% |
| 7D | +4.1% | +11.1% | -7.0% | +3.6% |
| 30D | +4.0% | -40.6% | +44.6% | +5.3% |
| 3M | +16.8% | -63.9% | +80.7% | +19.8% |
| 6M | +19.4% | -82.8% | +102.2% | +22.0% |
| YTD | +31.5% | -15.4% | +46.9% | +6.8% |
| 1Y | +31.0% | -3.3% | +34.2% | +4.1% |
| 3Y | +95.3% | +136.2% | -40.9% | +22.0% |
| All | +95.3% | +138.6% | -43.3% | +22.0% |
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