+144.3%
ASML vs KORU
+126.0%
+18.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +11.3% | -5.1% | +3.7% |
| 7D | -0.8% | -25.8% | +25.0% | +4.2% |
| 30D | -14.9% | -56.9% | +42.0% | -0.5% |
| 3M | -13.0% | -55.7% | +42.7% | -2.1% |
| 6M | -4.7% | -83.7% | +79.0% | +16.0% |
| YTD | +42.3% | -15.3% | +57.6% | -2.7% |
| 1Y | +49.7% | +3.4% | +46.4% | -4.6% |
| 3Y | +144.3% | +133.8% | +10.5% | +10.9% |
| All | +144.3% | +126.0% | +18.3% | +10.9% |
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