+9.7%
AMZN vs KORU
+487.7%
-478.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +13.4% | -13.6% | -0.7% |
| 7D | -3.0% | +13.0% | -16.0% | -3.5% |
| 30D | -5.2% | +27.3% | -32.5% | -6.6% |
| 3M | +1.9% | -55.3% | +57.1% | +2.8% |
| 6M | +19.2% | +11.6% | +7.6% | +7.2% |
| YTD | +12.0% | +158.5% | -146.5% | -12.5% |
| 1Y | +9.7% | +482.2% | -472.5% | -19.9% |
| All | +9.7% | +487.7% | -478.0% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling