-55.3%
ADBE vs KORU
+478.8%
-534.1%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +9.0% | -7.6% | +1.4% |
| 7D | -5.4% | -1.7% | -3.7% | -5.4% |
| 30D | -2.5% | +13.5% | -16.1% | -2.5% |
| 3M | +15.3% | -45.2% | +60.5% | +16.7% |
| 6M | -7.8% | +17.1% | -25.0% | -13.9% |
| YTD | -27.9% | +154.1% | -182.1% | -39.7% |
| 1Y | -28.0% | +375.7% | -403.7% | -45.4% |
| 3Y | -55.3% | +474.0% | -529.3% | -69.2% |
| All | -55.3% | +478.8% | -534.1% | -69.2% |
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 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