+170.1%
AMAT vs KORU
+165.3%
+4.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +18.4% | -12.4% | +1.0% |
| 7D | +7.0% | -18.1% | +25.1% | +10.9% |
| 30D | -20.6% | -45.7% | +25.2% | -9.1% |
| 3M | -24.8% | -51.6% | +26.8% | -14.7% |
| 6M | -10.7% | -82.6% | +71.9% | +14.1% |
| YTD | +54.3% | -5.9% | +60.2% | +6.6% |
| 1Y | +73.7% | +3.3% | +70.5% | +15.7% |
| All | +170.1% | +165.3% | +4.8% | +16.4% |
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