+199.0%
AMD vs KORU
-42.6%
+241.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.8% | +5.2% | +9.2% |
| 7D | -11.0% | -35.0% | +23.9% | +0.7% |
| 30D | -30.5% | -65.5% | +35.1% | -5.4% |
| 3M | -8.2% | -58.9% | +50.7% | +12.9% |
| 6M | +6.6% | -83.5% | +90.1% | +43.4% |
| YTD | +109.7% | -23.9% | +133.6% | +39.5% |
| 1Y | +88.9% | -12.4% | +101.3% | +18.0% |
| 3Y | +301.8% | +82.1% | +219.7% | +60.8% |
| All | +199.0% | -42.6% | +241.6% | +72.7% |
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 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