+44.9%
AMZN vs KORU
+66.4%
-21.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -2.0% |
| 7D | -1.0% | +20.1% | -21.1% | -3.4% |
| 30D | -9.2% | +47.5% | -56.7% | -14.7% |
| 3M | +3.4% | -30.1% | +33.4% | -0.1% |
| 6M | +18.2% | +20.1% | -1.9% | -7.1% |
| YTD | +9.3% | +166.6% | -157.2% | -31.4% |
| 1Y | +5.9% | +458.9% | -453.0% | -45.3% |
| 3Y | +82.6% | +531.8% | -449.2% | -17.9% |
| 5Y | +44.9% | +67.7% | -22.8% | -18.9% |
| All | +44.9% | +66.4% | -21.5% | -18.9% |
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 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