+1,852.7%
AMZN vs KORU
+32.9%
+1,819.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +13.4% | -13.6% | -2.0% |
| 7D | -3.0% | +13.0% | -16.0% | -4.8% |
| 30D | -5.2% | +27.3% | -32.5% | -9.7% |
| 3M | +1.9% | -55.3% | +57.1% | +3.0% |
| 6M | +19.2% | +11.6% | +7.6% | -4.7% |
| YTD | +12.0% | +158.5% | -146.5% | -25.8% |
| 1Y | +9.7% | +482.2% | -472.5% | -38.6% |
| 3Y | +87.2% | +471.9% | -384.7% | -2.9% |
| 5Y | +48.7% | +41.1% | +7.5% | -8.3% |
| 10Y | +569.3% | +80.2% | +489.1% | +236.7% |
| All | +1,852.7% | +32.9% | +1,819.8% | +852.3% |
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