-63.2%
ADBE vs KORU
-38.2%
-25.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.4% | +7.3% | +2.2% |
| 7D | +1.6% | +11.1% | -9.6% | +0.9% |
| 30D | +1.0% | -40.6% | +41.6% | +2.6% |
| 3M | -10.1% | -63.9% | +53.8% | -7.4% |
| 6M | +3.0% | -82.8% | +85.8% | +5.2% |
| YTD | -30.5% | -15.4% | -15.1% | -50.3% |
| 1Y | -27.1% | -3.3% | -23.9% | -49.5% |
| 3Y | -58.8% | +136.2% | -195.0% | -79.2% |
| All | -63.2% | -38.2% | -25.0% | -76.0% |
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 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