+47.5%
ASML vs KORU
-9.5%
+57.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.3% | +0.9% |
| 7D | +4.9% | +11.1% | -6.2% | +2.4% |
| 30D | -9.3% | -40.6% | +31.3% | -2.3% |
| 3M | -19.0% | -63.9% | +44.9% | -6.6% |
| 6M | -5.2% | -82.8% | +77.6% | +12.4% |
| YTD | +40.6% | -15.4% | +56.0% | -1.3% |
| 1Y | +47.5% | -3.3% | +50.8% | -1.4% |
| All | +47.5% | -9.5% | +57.0% | -1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling