+61.4%
AMAT vs KORU
+20.3%
+41.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.3% | +2.0% | -1.9% |
| 7D | -11.2% | -24.3% | +13.1% | -5.0% |
| 30D | -31.9% | -54.2% | +22.3% | -18.5% |
| 3M | -32.3% | -45.4% | +13.1% | -25.0% |
| 6M | -5.4% | -66.5% | +61.1% | +3.2% |
| YTD | +44.3% | +14.9% | +29.4% | -0.3% |
| 1Y | +61.4% | +22.5% | +38.8% | +9.0% |
| All | +61.4% | +20.3% | +41.0% | +9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling