+496.2%
ADBE vs KORU
+32.9%
+463.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +13.4% | -20.2% | -8.3% |
| 7D | -8.6% | +13.0% | -21.6% | -10.1% |
| 30D | +2.8% | +27.3% | -24.5% | -1.5% |
| 3M | +3.1% | -55.3% | +58.4% | +3.0% |
| 6M | -2.4% | +11.6% | -14.0% | -22.9% |
| YTD | -23.9% | +158.5% | -182.4% | -50.5% |
| 1Y | -22.6% | +482.2% | -504.8% | -58.2% |
| 3Y | -52.7% | +471.9% | -524.6% | -76.6% |
| 5Y | -60.0% | +41.1% | -101.2% | -75.8% |
| 10Y | +157.3% | +80.2% | +77.1% | +23.1% |
| All | +496.2% | +32.9% | +463.3% | +178.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling