+148.0%
ADBE vs KORU
+76.6%
+71.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -12.5% | +10.2% | -1.0% |
| 7D | -12.9% | +2.3% | -15.2% | -13.4% |
| 30D | -5.6% | +20.0% | -25.7% | -8.8% |
| 3M | +6.6% | -32.7% | +39.3% | +1.9% |
| 6M | -9.6% | +13.3% | -22.9% | -29.0% |
| YTD | -28.9% | +133.2% | -162.1% | -54.0% |
| 1Y | -28.9% | +357.3% | -386.2% | -61.0% |
| 3Y | -55.6% | +452.7% | -508.3% | -78.8% |
| 5Y | -62.2% | +47.2% | -109.4% | -77.9% |
| All | +148.0% | +76.6% | +71.4% | +16.2% |
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 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