+1,914.3%
AMZN vs KORU
-56.5%
+1,970.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.4% | +5.1% | +0.5% |
| 7D | +2.8% | +11.1% | -8.3% | +0.9% |
| 30D | +5.0% | -40.6% | +45.6% | +9.9% |
| 3M | +0.6% | -63.9% | +64.5% | +10.2% |
| 6M | -1.3% | -82.8% | +81.5% | +7.1% |
| YTD | +15.5% | -15.4% | +30.9% | -14.0% |
| 1Y | +12.2% | -3.3% | +15.5% | -18.9% |
| 3Y | +87.0% | +136.2% | -49.2% | +5.0% |
| 5Y | +51.3% | -36.7% | +88.0% | +0.1% |
| 10Y | +621.7% | -22.9% | +644.6% | +293.3% |
| All | +1,914.3% | -56.5% | +1,970.8% | +1,002.9% |
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 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