+331.1%
AMD vs KORU
+482.6%
-151.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +13.4% | -8.7% | +0.9% |
| 7D | +2.6% | +13.0% | -10.4% | -1.2% |
| 30D | -0.9% | +27.3% | -28.2% | -9.7% |
| 3M | -8.7% | -55.3% | +46.6% | -1.2% |
| 6M | +136.3% | +11.6% | +124.7% | +75.1% |
| YTD | +123.0% | +158.5% | -35.5% | +16.3% |
| 1Y | +195.2% | +482.2% | -287.0% | +12.8% |
| All | +331.1% | +482.6% | -151.5% | +40.0% |
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 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