+373.4%
AMD vs KORU
+165.3%
+208.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +18.4% | -11.1% | +1.8% |
| 7D | +13.1% | -18.1% | +31.2% | +18.3% |
| 30D | -7.0% | -45.7% | +38.8% | +8.4% |
| 3M | +16.6% | -51.6% | +68.2% | +34.5% |
| 6M | +20.5% | -82.6% | +103.1% | +57.3% |
| YTD | +158.2% | -5.9% | +164.1% | +68.9% |
| 1Y | +132.8% | +3.3% | +129.5% | +46.1% |
| All | +373.4% | +165.3% | +208.1% | +80.7% |
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 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