+247.2%
AMAT vs KORU
+48.0%
+199.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +13.4% | -9.1% | +0.5% |
| 7D | -1.5% | +13.0% | -14.5% | -5.1% |
| 30D | -14.8% | +27.3% | -42.1% | -22.3% |
| 3M | -9.3% | -55.3% | +46.0% | -1.2% |
| 6M | +27.4% | +11.6% | +15.8% | -6.8% |
| YTD | +77.6% | +158.5% | -81.0% | -5.8% |
| 1Y | +188.9% | +482.2% | -293.2% | +13.7% |
| 3Y | +202.3% | +471.9% | -269.6% | +5.3% |
| All | +247.2% | +48.0% | +199.2% | +77.3% |
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