+87.0%
AMZN vs KORU
+138.6%
-51.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +0.1% |
| 7D | +2.8% | +11.1% | -8.3% | +1.8% |
| 30D | +5.0% | -40.6% | +45.6% | +7.9% |
| 3M | +0.6% | -63.9% | +64.5% | +6.0% |
| 6M | -1.3% | -82.8% | +81.5% | +3.5% |
| YTD | +15.5% | -15.4% | +30.9% | -11.7% |
| 1Y | +12.2% | -3.3% | +15.5% | -16.6% |
| 3Y | +87.0% | +136.2% | -49.2% | +7.1% |
| All | +87.0% | +138.6% | -51.6% | +7.1% |
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