+6,882.0%
AMD vs KORU
+63.1%
+6,818.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +13.4% | -8.7% | +0.6% |
| 7D | +2.6% | +13.0% | -10.4% | -1.4% |
| 30D | -0.9% | +27.3% | -28.2% | -10.3% |
| 3M | -8.7% | -55.3% | +46.6% | -0.8% |
| 6M | +136.3% | +11.6% | +124.7% | +71.5% |
| YTD | +123.0% | +158.5% | -35.5% | +17.1% |
| 1Y | +195.2% | +482.2% | -287.0% | +16.4% |
| 3Y | +336.3% | +471.9% | -135.6% | +54.7% |
| 5Y | +334.5% | +41.1% | +293.3% | +114.1% |
| All | +6,882.0% | +63.1% | +6,818.9% | +2,490.6% |
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