+17,104.6%
AMD vs KORU
-60.9%
+17,165.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.8% | +5.2% | +9.3% |
| 7D | -11.0% | -35.0% | +23.9% | -0.3% |
| 30D | -30.5% | -65.5% | +35.1% | -7.8% |
| 3M | -8.2% | -58.9% | +50.7% | +11.3% |
| 6M | +6.6% | -83.5% | +90.1% | +41.8% |
| YTD | +109.7% | -23.9% | +133.6% | +58.0% |
| 1Y | +88.9% | -12.4% | +101.3% | +35.6% |
| 3Y | +301.8% | +82.1% | +219.7% | +109.4% |
| 5Y | +229.4% | -42.6% | +272.0% | +117.9% |
| 10Y | +6,745.1% | -37.4% | +6,782.6% | +3,426.0% |
| All | +17,104.6% | -60.9% | +17,165.5% | +8,264.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling