+76.0%
AMZN vs KORU
+431.1%
-355.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -12.5% | +12.3% | +0.8% |
| 7D | -2.7% | +2.3% | -5.0% | -3.0% |
| 30D | -7.5% | +20.0% | -27.5% | -9.6% |
| 3M | +5.8% | -32.7% | +38.6% | +3.6% |
| 6M | +17.5% | +13.3% | +4.2% | -1.0% |
| YTD | +9.1% | +133.2% | -124.1% | -22.2% |
| 1Y | +9.4% | +357.3% | -347.9% | -32.1% |
| All | +76.0% | +431.1% | -355.1% | -0.9% |
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 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