+1,315.3%
AMAT vs KORU
-28.2%
+1,343.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +11.3% | +0.1% | +7.9% |
| 7D | -1.1% | -25.8% | +24.8% | +6.4% |
| 30D | -26.9% | -56.9% | +30.0% | -8.7% |
| 3M | -31.2% | -55.7% | +24.5% | -18.6% |
| 6M | -14.7% | -83.7% | +69.0% | +14.5% |
| YTD | +44.7% | -15.3% | +60.0% | -0.7% |
| 1Y | +62.0% | +3.4% | +58.6% | +3.0% |
| 3Y | +165.0% | +133.8% | +31.2% | +12.5% |
| 5Y | +147.1% | -35.4% | +182.5% | +43.9% |
| 10Y | +1,315.3% | -27.3% | +1,342.6% | +587.7% |
| All | +1,315.3% | -28.2% | +1,343.5% | +587.7% |
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