+124.8%
AAPL vs KORU
+43.7%
+81.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -12.5% | +16.1% | +4.6% |
| 7D | -0.5% | +2.3% | -2.8% | -0.9% |
| 30D | +7.1% | +20.0% | -12.9% | +4.3% |
| 3M | +12.1% | -32.7% | +44.8% | +9.4% |
| 6M | +25.4% | +13.3% | +12.1% | +4.4% |
| YTD | +20.5% | +133.2% | -112.8% | -14.9% |
| 1Y | +44.5% | +357.3% | -312.7% | -11.9% |
| 3Y | +85.8% | +452.7% | -366.9% | -1.3% |
| 5Y | +124.8% | +47.2% | +77.6% | +46.2% |
| All | +124.8% | +43.7% | +81.1% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling