+264.6%
AMD vs KORU
-38.2%
+302.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.4% | -3.3% | -7.0% |
| 7D | +18.9% | +11.1% | +7.8% | +14.7% |
| 30D | -6.4% | -40.6% | +34.2% | +7.6% |
| 3M | +10.6% | -63.9% | +74.5% | +42.1% |
| 6M | +19.9% | -82.8% | +102.7% | +62.4% |
| YTD | +149.4% | -15.4% | +164.8% | +60.4% |
| 1Y | +115.4% | -3.3% | +118.6% | +30.5% |
| 3Y | +357.3% | +136.2% | +221.1% | +66.8% |
| All | +264.6% | -38.2% | +302.7% | +99.9% |
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